Vestor 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 | $7.52M | Buy |
68,292
+66,754
| +4,340% | +$7.35M | 0.56% | 47 |
|
|
2025
Q1 | $120K | Sell |
1,538
-18
| -1% | -$1.4K | 0.01% | 173 |
|
|
2024
Q4 | $115K | Buy |
1,556
+107
| +7% | +$7.91K | 0.01% | 190 |
|
|
2024
Q3 | $94K | Sell |
1,449
-205
| -12% | -$13.3K | 0.01% | 179 |
|
|
2024
Q2 | $122K | Hold |
1,654
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $120K | Sell |
1,654
-224
| -12% | -$16.3K | 0.01% | 174 |
|
|
2023
Q4 | $129K | Sell |
1,878
-240
| -11% | -$16.5K | 0.01% | 158 |
|
|
2023
Q3 | $116K | Sell |
2,118
-333
| -14% | -$18.2K | 0.01% | 158 |
|
|
2023
Q2 | $139K | Buy |
2,451
+1,054
| +75% | +$59.8K | 0.01% | 149 |
|
|
2023
Q1 | $73K | Sell |
1,397
-96,925
| -99% | -$5.06M | 0.01% | 188 |
|
|
2022
Q4 | $8.19M | Buy |
98,322
+26,828
| +38% | +$2.23M | 0.99% | 34 |
|
|
2022
Q3 | $5.14M | Buy |
+71,494
| New | +$5.14M | 0.67% | 46 |
|
|
2019
Q4 | – | Sell |
-6,542
| Closed | -$274K | – | 168 |
|
|
2019
Q3 | $274K | Hold |
6,542
| – | – | 0.05% | 77 |
|
|
2019
Q2 | $263K | Hold |
6,542
| – | – | 0.05% | 74 |
|
|
2019
Q1 | $280K | Buy |
+6,542
| New | +$280K | 0.05% | 73 |
|