W.H. Cornerstone Investments’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 | $246K | Buy |
+2,699
| New | +$246K | 0.16% | 98 |
|
|
2024
Q3 | – | Sell |
-4,107
| Closed | -$303K | – | 130 |
|
|
2024
Q2 | $303K | Buy |
4,107
+14
| +0.3% | +$1.03K | 0.21% | 94 |
|
|
2024
Q1 | $296K | Sell |
4,093
-77
| -2% | -$5.57K | 0.21% | 99 |
|
|
2023
Q4 | $287K | Buy |
+4,170
| New | +$287K | 0.23% | 104 |
|
|
2023
Q2 | – | Sell |
-18,798
| Closed | -$985K | – | 131 |
|
|
2023
Q1 | $985K | Buy |
18,798
+2,885
| +18% | +$151K | 0.89% | 36 |
|
|
2022
Q4 | $1.32M | Buy |
15,913
+1,579
| +11% | +$131K | 1.25% | 20 |
|
|
2022
Q3 | $1.03M | Buy |
+14,334
| New | +$1.03M | 1.08% | 28 |
|