BayBridge Capital Group’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 | $648K | Sell |
7,107
-12
| -0.2% | -$1.1K | 0.42% | 54 |
|
|
2025
Q1 | $557K | Sell |
7,119
-12,422
| -64% | -$972K | 0.4% | 51 |
|
|
2024
Q4 | $1.45M | Buy |
19,541
+309
| +2% | +$22.9K | 1.05% | 24 |
|
|
2024
Q3 | $1.25M | Buy |
19,232
+830
| +5% | +$53.8K | 0.9% | 33 |
|
|
2024
Q2 | $1.36M | Buy |
18,402
+254
| +1% | +$18.7K | 1.06% | 23 |
|
|
2024
Q1 | $1.35M | Buy |
18,148
+779
| +4% | +$57.8K | 1.17% | 18 |
|
|
2023
Q4 | $1.13M | Buy |
+17,369
| New | +$1.13M | 1.05% | 24 |
|