Veracity Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,859
| Closed | -$615K | – | 247 |
|
|
2025
Q1 | $615K | Sell |
7,859
-146
| -2% | -$11.4K | 0.24% | 97 |
|
|
2024
Q4 | $592K | Buy |
8,005
+89
| +1% | +$6.59K | 0.21% | 106 |
|
|
2024
Q3 | $513K | Sell |
7,916
-822
| -9% | -$53.3K | 0.19% | 108 |
|
|
2024
Q2 | $644K | Sell |
8,738
-714
| -8% | -$52.6K | 0.27% | 74 |
|
|
2024
Q1 | $684K | Buy |
9,452
+3,484
| +58% | +$252K | 0.27% | 82 |
|
|
2023
Q4 | $411K | Buy |
5,968
+385
| +7% | +$26.5K | 0.16% | 121 |
|
|
2023
Q3 | $306K | Buy |
5,583
+1,055
| +23% | +$57.9K | 0.14% | 146 |
|
|
2023
Q2 | $257K | Buy |
4,528
+471
| +12% | +$26.7K | 0.11% | 179 |
|
|
2023
Q1 | $213K | Buy |
4,057
+1,078
| +36% | +$56.5K | 0.1% | 189 |
|
|
2022
Q4 | $248K | Buy |
2,979
+114
| +4% | +$9.49K | 0.12% | 167 |
|
|
2022
Q3 | $206K | Buy |
+2,865
| New | +$206K | 0.11% | 167 |
|
|
2022
Q2 | – | Sell |
-6,256
| Closed | -$527K | – | 225 |
|
|
2022
Q1 | $527K | Sell |
6,256
-694
| -10% | -$58.5K | 0.22% | 106 |
|
|
2021
Q4 | $584K | Buy |
6,950
+1,659
| +31% | +$139K | 0.23% | 109 |
|
|
2021
Q3 | $385K | Buy |
5,291
+2,117
| +67% | +$154K | 0.17% | 140 |
|
|
2021
Q2 | $231K | Buy |
+3,174
| New | +$231K | 0.05% | 216 |
|
|
2020
Q1 | – | Sell |
-6,349
| Closed | -$302K | – | 237 |
|
|
2019
Q4 | $302K | Buy |
+6,349
| New | +$302K | 0.08% | 173 |
|