Winch Advisory Services’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 | $5.16K | Buy |
57
+1
| +2% | +$90 | ﹤0.01% | 343 |
|
|
2025
Q1 | $4.41K | Sell |
56
-78
| -58% | -$6.14K | ﹤0.01% | 350 |
|
|
2024
Q4 | $9.91K | Sell |
134
-28
| -17% | -$2.07K | ﹤0.01% | 291 |
|
|
2024
Q3 | $10.5K | Hold |
162
| – | – | ﹤0.01% | 259 |
|
|
2024
Q2 | $11.9K | Hold |
162
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $11.7K | Buy |
162
+1
| +0.6% | +$72 | ﹤0.01% | 243 |
|
|
2023
Q4 | $11.1K | Hold |
161
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $9K | Buy |
161
+1
| +0.6% | +$56 | ﹤0.01% | 264 |
|
|
2023
Q2 | $9K | Hold |
160
| – | – | ﹤0.01% | 262 |
|
|
2023
Q1 | $8K | Buy |
160
+106
| +196% | +$5.3K | ﹤0.01% | 270 |
|
|
2022
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 290 |
|
|
2022
Q3 | $4K | Sell |
54
-54
| -50% | -$4K | ﹤0.01% | 288 |
|
|
2022
Q2 | $7K | Sell |
108
-1
| -0.9% | -$65 | ﹤0.01% | 261 |
|
|
2022
Q1 | $9K | Hold |
109
| – | – | ﹤0.01% | 266 |
|
|
2021
Q4 | $9K | Buy |
109
+1
| +0.9% | +$83 | ﹤0.01% | 276 |
|
|
2021
Q3 | $8K | Hold |
108
| – | – | ﹤0.01% | 289 |
|
|
2021
Q2 | $8K | Hold |
108
| – | – | ﹤0.01% | 295 |
|
|
2021
Q1 | $7K | Hold |
108
| – | – | ﹤0.01% | 278 |
|
|
2020
Q4 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 282 |
|
|
2019
Q3 | – | Sell |
-58
| Closed | -$2K | – | 417 |
|
|
2019
Q2 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 377 |
|