Aster Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,606
Closed -$119K 1620
2024
Q4
$119K Buy
1,606
+1,094
+214% +$81K 0.05% 355
2024
Q3
$33.2K Buy
+512
New +$33.2K 0.01% 589