Benin Management Corp’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 | $283K | Sell |
3,103
-1,300
| -30% | -$119K | 0.07% | 106 |
|
|
2025
Q1 | $345K | Buy |
4,403
+403
| +10% | +$31.5K | 0.1% | 92 |
|
|
2024
Q4 | $296K | Sell |
4,000
-100
| -2% | -$7.4K | 0.08% | 99 |
|
|
2024
Q3 | $266K | Sell |
4,100
-222
| -5% | -$14.4K | 0.07% | 106 |
|
|
2024
Q2 | $318K | Hold |
4,322
| – | – | 0.1% | 93 |
|
|
2024
Q1 | $313K | Hold |
4,322
| – | – | 0.1% | 84 |
|
|
2023
Q4 | $297K | Sell |
4,322
-878
| -17% | -$60.4K | 0.1% | 84 |
|
|
2023
Q3 | $285K | Sell |
5,200
-100
| -2% | -$5.49K | 0.11% | 83 |
|
|
2023
Q2 | $300K | Hold |
5,300
| – | – | 0.11% | 82 |
|
|
2023
Q1 | $278K | Buy |
5,300
+2,600
| +96% | +$136K | 0.11% | 80 |
|
|
2022
Q4 | $225K | Buy |
+2,700
| New | +$225K | 0.09% | 91 |
|
|
2022
Q2 | – | Sell |
-2,600
| Closed | -$219K | – | 106 |
|
|
2022
Q1 | $219K | Buy |
2,600
+100
| +4% | +$8.42K | 0.07% | 99 |
|
|
2021
Q4 | $210K | Buy |
+2,500
| New | +$210K | 0.06% | 100 |
|
|
2021
Q3 | – | Sell |
-3,000
| Closed | -$218K | – | 106 |
|
|
2021
Q2 | $218K | Sell |
3,000
-300
| -9% | -$21.8K | 0.07% | 100 |
|
|
2021
Q1 | $215K | Buy |
+3,300
| New | +$215K | 0.08% | 94 |
|