Your Advocates Ltd’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 | $0 | Hold |
434
| – | – | ﹤0.01% | 211 |
|
|
2025
Q1 | $31.4K | Hold |
434
| – | – | 0.01% | 73 |
|
|
2024
Q4 | $31.4K | Hold |
434
| – | – | 0.01% | 65 |
|
|
2024
Q3 | $31.4K | Hold |
434
| – | – | 0.01% | 72 |
|
|
2024
Q2 | $31.4K | Sell |
434
-9
| -2% | -$650 | 0.01% | 76 |
|
|
2024
Q1 | $32.1K | Sell |
443
-12
| -3% | -$869 | 0.01% | 72 |
|
|
2023
Q4 | $31.3K | Buy |
455
+2
| +0.4% | +$138 | 0.01% | 68 |
|
|
2023
Q3 | $24.9K | Sell |
453
-24
| -5% | -$1.32K | 0.01% | 71 |
|
|
2023
Q2 | $27K | Buy |
477
+7
| +1% | +$397 | 0.01% | 80 |
|
|
2023
Q1 | $24.6K | Buy |
+470
| New | +$24.6K | 0.01% | 65 |
|