Biltmore Family Office’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 | $356K | Buy |
3,905
+47
| +1% | +$4.29K | 0.06% | 155 |
|
|
2025
Q1 | $302K | Buy |
3,858
+14
| +0.4% | +$1.1K | 0.05% | 169 |
|
|
2024
Q4 | $284K | Sell |
3,844
-1,373
| -26% | -$102K | 0.05% | 173 |
|
|
2024
Q3 | $338K | Buy |
5,217
+2,471
| +90% | +$160K | 0.06% | 162 |
|
|
2024
Q2 | $202K | Buy |
+2,746
| New | +$202K | 0.04% | 182 |
|
|
2023
Q2 | – | Sell |
-6,926
| Closed | -$363K | – | 264 |
|
|
2023
Q1 | $363K | Buy |
6,926
+1,459
| +27% | +$76.4K | 0.08% | 167 |
|
|
2022
Q4 | $455K | Buy |
+5,467
| New | +$455K | 0.09% | 132 |
|