Wolverine Trading’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 | $12.6M | Buy |
140,063
+78,998
| +129% | +$7.11M | 0.01% | 39 |
|
2025
Q1 | $4.75M | Buy |
61,065
+16,020
| +36% | +$1.25M | 0.01% | 88 |
|
2024
Q4 | $3.33M | Sell |
45,045
-46,346
| -51% | -$3.43M | ﹤0.01% | 219 |
|
2024
Q3 | $5.89M | Sell |
91,391
-16,419
| -15% | -$1.06M | 0.01% | 58 |
|
2024
Q2 | $7.94M | Buy |
107,810
+11,626
| +12% | +$857K | 0.01% | 72 |
|
2024
Q1 | $6.96M | Sell |
96,184
-58,001
| -38% | -$4.2M | 0.01% | 83 |
|
2023
Q4 | $10.6M | Buy |
154,185
+50,431
| +49% | +$3.47M | 0.01% | 76 |
|
2023
Q3 | $5.7M | Sell |
103,754
-70,768
| -41% | -$3.89M | 0.01% | 98 |
|
2023
Q2 | $9.97M | Buy |
174,522
+89,186
| +105% | +$5.1M | 0.01% | 54 |
|
2023
Q1 | $4.48M | Buy |
85,336
+82,527
| +2,938% | +$4.33M | 0.01% | 99 |
|
2022
Q4 | $234K | Sell |
2,809
-27,671
| -91% | -$2.31M | ﹤0.01% | 686 |
|
2022
Q3 | $2.21M | Sell |
30,480
-486
| -2% | -$35.3K | ﹤0.01% | 177 |
|
2022
Q2 | $1.97M | Buy |
30,966
+15,961
| +106% | +$1.02M | ﹤0.01% | 198 |
|
2022
Q1 | $1.33M | Buy |
15,005
+7,599
| +103% | +$675K | ﹤0.01% | 390 |
|
2021
Q4 | $626K | Sell |
7,406
-39,098
| -84% | -$3.3M | ﹤0.01% | 769 |
|
2021
Q3 | $3.51M | Buy |
46,504
+18,448
| +66% | +$1.39M | ﹤0.01% | 255 |
|
2021
Q2 | $2.05M | Sell |
28,056
-25,100
| -47% | -$1.84M | ﹤0.01% | 362 |
|
2021
Q1 | $3.44M | Buy |
53,156
+23,363
| +78% | +$1.51M | 0.01% | 232 |
|
2020
Q4 | $1.56M | Buy |
29,793
+3,869
| +15% | +$203K | ﹤0.01% | 384 |
|
2020
Q3 | $928K | Sell |
25,924
-23,228
| -47% | -$831K | ﹤0.01% | 431 |
|
2020
Q2 | $1.61M | Buy |
49,152
+22,919
| +87% | +$751K | ﹤0.01% | 243 |
|
2020
Q1 | $901K | Sell |
26,233
-463,567
| -95% | -$15.9M | ﹤0.01% | 431 |
|
2019
Q4 | $23.4M | Buy |
489,800
+420,359
| +605% | +$20.1M | 0.06% | 44 |
|
2019
Q3 | $2.88M | Buy |
69,441
+24,151
| +53% | +$1M | 0.01% | 160 |
|
2019
Q2 | $1.82M | Buy |
45,290
+33,986
| +301% | +$1.37M | 0.01% | 258 |
|
2019
Q1 | $483K | Sell |
11,304
-22,376
| -66% | -$956K | ﹤0.01% | 599 |
|
2018
Q4 | $1.38M | Sell |
33,680
-46,665
| -58% | -$1.92M | ﹤0.01% | 339 |
|
2018
Q3 | $3.95M | Buy |
80,345
+31,618
| +65% | +$1.55M | 0.01% | 158 |
|
2018
Q2 | $2.55M | Hold |
48,727
| – | – | 0.01% | 210 |
|
2018
Q1 | $2.55M | Sell |
48,727
-51,778
| -52% | -$2.7M | 0.01% | 210 |
|
2017
Q4 | $5.16M | Buy |
100,505
+93,803
| +1,400% | +$4.82M | 0.02% | 142 |
|
2017
Q3 | $293K | Sell |
6,702
-11,512
| -63% | -$503K | ﹤0.01% | 857 |
|
2017
Q2 | $783K | Buy |
18,214
+1,656
| +10% | +$71.2K | ﹤0.01% | 435 |
|
2017
Q1 | $681K | Buy |
16,558
+11,054
| +201% | +$455K | ﹤0.01% | 474 |
|
2016
Q4 | $217K | Sell |
5,504
-5,843
| -51% | -$230K | ﹤0.01% | 905 |
|
2016
Q3 | $348K | Sell |
11,347
-24,198
| -68% | -$742K | ﹤0.01% | 631 |
|
2016
Q2 | $899K | Buy |
+35,545
| New | +$899K | 0.01% | 261 |
|