Birch 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
Q2 | $6.67M | Buy |
73,153
+416
| +0.6% | +$38K | 3.42% | 9 |
|
|
2025
Q1 | $5.69M | Sell |
72,737
-1,542
| -2% | -$121K | 2.96% | 12 |
|
|
2024
Q4 | $5.5M | Sell |
74,279
-2,180
| -3% | -$161K | 2.77% | 12 |
|
|
2024
Q3 | $4.96M | Buy |
76,459
+2,761
| +4% | +$179K | 2.42% | 14 |
|
|
2024
Q2 | $5.43M | Sell |
73,698
-866
| -1% | -$63.8K | 2.82% | 9 |
|
|
2024
Q1 | $5.39M | Buy |
74,564
+3,278
| +5% | +$237K | 2.8% | 11 |
|
|
2023
Q4 | $4.9M | Buy |
71,286
+28,163
| +65% | +$1.94M | 2.82% | 10 |
|
|
2023
Q3 | $2.37M | Buy |
43,123
+725
| +2% | +$39.8K | 1.5% | 23 |
|
|
2023
Q2 | $2.4M | Buy |
42,398
+32,437
| +326% | +$1.84M | 1.46% | 24 |
|
|
2023
Q1 | $522K | Buy |
+9,961
| New | +$522K | 0.34% | 48 |
|