Arcataur Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$645K Sell
2025
Q2
$624K Sell
2025
Q1
$543K Sell
2024
Q4
$548K Buy
2024
Q3
$431K Buy
2024
Q2
$479K Sell
2024
Q1
$472K Hold
2023
Q4
$448K Sell
2023
Q3
$360K Sell
2023
Q2
$389K Buy