Voya Financial Advisors’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 | $5.33M | Buy |
59,243
+2,204
| +4% | +$198K | 0.54% | 18 |
|
|
2025
Q1 | $4.44M | Sell |
57,039
-409
| -0.7% | -$31.8K | 0.49% | 19 |
|
|
2024
Q4 | $4.25M | Buy |
57,448
+1,812
| +3% | +$134K | 0.46% | 20 |
|
|
2024
Q3 | $3.58M | Buy |
55,636
+1,628
| +3% | +$105K | 0.39% | 22 |
|
|
2024
Q2 | $3.97M | Buy |
54,008
+5,680
| +12% | +$418K | 0.45% | 19 |
|
|
2024
Q1 | $3.5M | Buy |
48,328
+6,000
| +14% | +$434K | 0.4% | 19 |
|
|
2023
Q4 | $2.94M | Buy |
42,328
+1,061
| +3% | +$73.8K | 0.35% | 18 |
|
|
2023
Q3 | $2.25M | Buy |
41,267
+1,805
| +5% | +$98.5K | 0.28% | 29 |
|
|
2023
Q2 | $2.25M | Buy |
39,462
+5,725
| +17% | +$327K | 0.26% | 25 |
|
|
2023
Q1 | $1.77M | Buy |
33,737
+5,623
| +20% | +$295K | 0.22% | 37 |
|
|
2022
Q4 | $2.32M | Sell |
28,114
-1,772
| -6% | -$146K | 0.3% | 27 |
|
|
2022
Q3 | $2.17M | Buy |
29,886
+609
| +2% | +$44.2K | 0.28% | 30 |
|
|
2022
Q2 | $1.86M | Buy |
29,277
+14,949
| +104% | +$951K | 0.23% | 40 |
|
|
2022
Q1 | $1.27M | Buy |
14,328
+3,956
| +38% | +$351K | 0.15% | 70 |
|
|
2021
Q4 | $876K | Buy |
10,372
+1,016
| +11% | +$85.8K | 0.1% | 109 |
|
|
2021
Q3 | $705K | Buy |
9,356
+724
| +8% | +$54.6K | 0.09% | 119 |
|
|
2021
Q2 | $632K | Sell |
8,632
-18,066
| -68% | -$1.32M | 0.08% | 135 |
|
|
2021
Q1 | $1.73M | Sell |
26,698
-206
| -0.8% | -$13.3K | 0.07% | 223 |
|
|
2020
Q4 | $1.41M | Buy |
26,904
+205
| +0.8% | +$10.7K | 0.06% | 224 |
|
|
2020
Q3 | $955K | Sell |
26,699
-1,667
| -6% | -$59.6K | 0.05% | 259 |
|
|
2020
Q2 | $929K | Sell |
28,366
-265
| -0.9% | -$8.68K | 0.05% | 261 |
|
|
2020
Q1 | $983K | Buy |
28,631
+1,111
| +4% | +$38.1K | 0.05% | 231 |
|
|
2019
Q4 | $1.32M | Sell |
27,520
-450
| -2% | -$21.5K | 0.06% | 219 |
|
|
2019
Q3 | $1.16M | Buy |
27,970
+3,058
| +12% | +$127K | 0.06% | 222 |
|
|
2019
Q2 | $1M | Buy |
24,912
+11,171
| +81% | +$449K | 0.05% | 241 |
|
|
2019
Q1 | $587K | Sell |
13,741
-2,353
| -15% | -$101K | 0.03% | 336 |
|
|
2018
Q4 | $661K | Buy |
16,094
+9,098
| +130% | +$374K | 0.04% | 264 |
|
|
2018
Q3 | $353K | Sell |
6,996
-47
| -0.7% | -$2.37K | 0.02% | 445 |
|
|
2018
Q2 | $364K | Buy |
7,043
+752
| +12% | +$38.9K | 0.02% | 391 |
|
|
2018
Q1 | $320K | Sell |
6,291
-1,026
| -14% | -$52.2K | 0.02% | 412 |
|
|
2017
Q4 | $381K | Buy |
7,317
+742
| +11% | +$38.6K | 0.02% | 371 |
|
|
2017
Q3 | $287K | Sell |
6,575
-500
| -7% | -$21.8K | 0.02% | 413 |
|
|
2017
Q2 | $304K | Sell |
7,075
-4,773
| -40% | -$205K | 0.02% | 389 |
|
|
2017
Q1 | $479K | Buy |
11,848
+1,144
| +11% | +$46.3K | 0.04% | 291 |
|
|
2016
Q4 | $424K | Buy |
10,704
+3,667
| +52% | +$145K | 0.04% | 300 |
|
|
2016
Q3 | $216K | Sell |
7,037
-4,887
| -41% | -$150K | 0.02% | 400 |
|
|
2016
Q2 | $302K | Sell |
11,924
-6
| -0.1% | -$152 | 0.04% | 305 |
|
|
2016
Q1 | $336K | Buy |
11,930
+4,933
| +71% | +$139K | 0.05% | 256 |
|
|
2015
Q4 | $233K | Buy |
+6,997
| New | +$233K | 0.03% | 310 |
|