Westover Capital 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 | $855K | Sell |
9,371
-54
| -0.6% | -$4.93K | 0.17% | 105 |
|
|
2025
Q1 | $738K | Buy |
9,425
+13
| +0.1% | +$1.02K | 0.16% | 114 |
|
|
2024
Q4 | $697K | Sell |
9,412
-8,750
| -48% | -$648K | 0.15% | 117 |
|
|
2024
Q3 | $1.18M | Sell |
18,162
-52,400
| -74% | -$3.4M | 0.23% | 93 |
|
|
2024
Q2 | $5.2M | Sell |
70,562
-3,534
| -5% | -$260K | 1.34% | 18 |
|
|
2024
Q1 | $5.36M | Sell |
74,096
-12,093
| -14% | -$875K | 1.57% | 16 |
|
|
2023
Q4 | $5.93M | Sell |
86,189
-2,552
| -3% | -$176K | 1.93% | 11 |
|
|
2023
Q3 | $4.87M | Sell |
88,741
-1,865
| -2% | -$102K | 1.76% | 12 |
|
|
2023
Q2 | $5.14M | Buy |
90,606
+32,791
| +57% | +$1.86M | 1.78% | 10 |
|
|
2023
Q1 | $3.03M | Buy |
+57,815
| New | +$3.03M | 1.12% | 28 |
|
|
2018
Q4 | – | Sell |
-4,357
| Closed | -$214K | – | 135 |
|
|
2018
Q3 | $214K | Sell |
4,357
-9,450
| -68% | -$464K | 0.11% | 113 |
|
|
2018
Q2 | $706K | Buy |
+13,807
| New | +$706K | 0.38% | 67 |
|