Zacks Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,376
| Closed | -$249K | – | 761 |
|
|
2024
Q2 | $249K | Buy |
+3,376
| New | +$249K | ﹤0.01% | 542 |
|
|
2024
Q1 | – | Sell |
-4,614
| Closed | -$317K | – | 703 |
|
|
2023
Q4 | $317K | Buy |
+4,614
| New | +$317K | ﹤0.01% | 520 |
|
|
2022
Q2 | – | Sell |
-58,364
| Closed | -$4.92M | – | 638 |
|
|
2022
Q1 | $4.92M | Buy |
+58,364
| New | +$4.92M | 0.07% | 189 |
|
|
2017
Q1 | – | Sell |
-8,284
| Closed | -$327K | – | 714 |
|
|
2016
Q4 | $327K | Buy |
+8,284
| New | +$327K | 0.01% | 488 |
|