Bear Mountain Capital’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 | – | Sell |
-163
| Closed | -$13.2K | – | 302 |
|
|
2025
Q1 | $13.2K | Sell |
163
-115
| -41% | -$9.35K | 0.01% | 91 |
|
|
2024
Q4 | $22.8K | Sell |
278
-37
| -12% | -$3.04K | 0.01% | 78 |
|
|
2024
Q3 | $22.7K | Hold |
315
| – | – | 0.01% | 75 |
|
|
2024
Q2 | $23.7K | Hold |
315
| – | – | 0.01% | 80 |
|
|
2024
Q1 | $22.8K | Hold |
315
| – | – | 0.01% | 87 |
|
|
2023
Q4 | $20.3K | Buy |
+315
| New | +$20.3K | 0.01% | 95 |
|