Voisard Asset Management Group’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 | $529K | Buy |
5,803
+58
| +1% | +$5.29K | 0.14% | 54 |
|
|
2025
Q1 | $450K | Buy |
5,745
+4
| +0.1% | +$313 | 0.13% | 52 |
|
|
2024
Q4 | $425K | Buy |
5,741
+2
| +0% | +$148 | 0.14% | 51 |
|
|
2024
Q3 | $372K | Buy |
5,739
+19
| +0.3% | +$1.23K | 0.16% | 53 |
|
|
2024
Q2 | $422K | Sell |
5,720
-1,730
| -23% | -$127K | 0.21% | 33 |
|
|
2024
Q1 | $539K | Sell |
7,450
-250
| -3% | -$18.1K | 0.3% | 25 |
|
|
2023
Q4 | $530K | Buy |
+7,700
| New | +$530K | 0.32% | 25 |
|