Wealthfront Advisers’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 | $15.4M | Buy |
168,248
+30,821
| +22% | +$2.81M | 0.04% | 147 |
|
|
2025
Q1 | $10.8M | Buy |
137,427
+31,372
| +30% | +$2.46M | 0.03% | 191 |
|
|
2024
Q4 | $7.85M | Buy |
106,055
+14,432
| +16% | +$1.07M | 0.02% | 221 |
|
|
2024
Q3 | $5.94M | Sell |
91,623
-29,501
| -24% | -$1.91M | 0.02% | 262 |
|
|
2024
Q2 | $8.93M | Buy |
121,124
+10,255
| +9% | +$756K | 0.03% | 165 |
|
|
2024
Q1 | $8.02M | Buy |
110,869
+1,063
| +1% | +$76.9K | 0.03% | 173 |
|
|
2023
Q4 | $7.55M | Sell |
109,806
-3,662
| -3% | -$252K | 0.03% | 162 |
|
|
2023
Q3 | $6.23M | Buy |
113,468
+8,006
| +8% | +$440K | 0.03% | 176 |
|
|
2023
Q2 | $5.98M | Buy |
105,462
+61,315
| +139% | +$3.48M | 0.03% | 182 |
|
|
2023
Q1 | $2.31M | Sell |
44,147
-88,184
| -67% | -$4.62M | 0.01% | 384 |
|
|
2022
Q4 | $11M | Sell |
132,331
-9,195
| -6% | -$766K | 0.05% | 105 |
|
|
2022
Q3 | $10.2M | Buy |
141,526
+46,444
| +49% | +$3.34M | 0.05% | 91 |
|
|
2022
Q2 | $6.01M | Sell |
95,082
-3,887
| -4% | -$246K | 0.03% | 159 |
|
|
2022
Q1 | $8.34M | Sell |
98,969
-13,020
| -12% | -$1.1M | 0.04% | 125 |
|
|
2021
Q4 | $9.42M | Buy |
111,989
+33,965
| +44% | +$2.86M | 0.04% | 105 |
|
|
2021
Q3 | $5.68M | Buy |
78,024
+35,455
| +83% | +$2.58M | 0.03% | 144 |
|
|
2021
Q2 | $3.1M | Buy |
42,569
+7,262
| +21% | +$529K | 0.01% | 208 |
|
|
2021
Q1 | $2.3M | Buy |
35,307
+2,530
| +8% | +$165K | 0.01% | 233 |
|
|
2020
Q4 | $1.74M | Buy |
32,777
+3,296
| +11% | +$175K | 0.01% | 258 |
|
|
2020
Q3 | $1.07M | Buy |
29,481
+309
| +1% | +$11.2K | 0.01% | 314 |
|
|
2020
Q2 | $984K | Sell |
29,172
-31,710
| -52% | -$1.07M | 0.01% | 318 |
|
|
2020
Q1 | $2.05M | Buy |
60,882
+15,174
| +33% | +$510K | 0.02% | 142 |
|
|
2019
Q4 | $2.17M | Sell |
45,708
-3,749
| -8% | -$178K | 0.02% | 161 |
|
|
2019
Q3 | $2.07M | Buy |
49,457
+25,856
| +110% | +$1.08M | 0.02% | 157 |
|
|
2019
Q2 | $949K | Sell |
23,601
-12,612
| -35% | -$507K | 0.01% | 287 |
|
|
2019
Q1 | $1.55M | Sell |
36,213
-3,800
| -9% | -$162K | 0.01% | 189 |
|
|
2018
Q4 | $1.66M | Buy |
+40,013
| New | +$1.66M | 0.02% | 154 |
|