3IP
3Chopt Investment Partners’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
22,825
-1,327
| -5% | -$121K | 0.5% | 51 |
|
|
2025
Q1 | $1.89M | Sell |
24,152
-2,920
| -11% | -$229K | 0.5% | 54 |
|
|
2024
Q4 | $2M | Sell |
27,072
-2,370
| -8% | -$175K | 0.69% | 42 |
|
|
2024
Q3 | $1.91M | Sell |
29,442
-3,369
| -10% | -$218K | 0.68% | 45 |
|
|
2024
Q2 | $2.42M | Sell |
32,811
-440
| -1% | -$32.4K | 0.74% | 36 |
|
|
2024
Q1 | $2.41M | Sell |
33,251
-586
| -2% | -$42.4K | 0.99% | 36 |
|
|
2023
Q4 | $2.33M | Sell |
33,837
-3,667
| -10% | -$252K | 0.86% | 33 |
|
|
2023
Q3 | $2.06M | Sell |
37,504
-442
| -1% | -$24.3K | 1.22% | 32 |
|
|
2023
Q2 | $2.15M | Buy |
37,946
+2,573
| +7% | +$146K | 1.08% | 30 |
|
|
2023
Q1 | $1.85M | Buy |
35,373
+3,240
| +10% | +$170K | 0.99% | 35 |
|
|
2022
Q4 | $2.68M | Buy |
+32,133
| New | +$2.68M | 1.46% | 17 |
|