Brave Asset 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 | $273K | Hold |
2,988
| – | – | 0.07% | 113 |
|
|
2025
Q1 | $234K | Hold |
2,988
| – | – | 0.07% | 120 |
|
|
2024
Q4 | $221K | Buy |
+2,988
| New | +$221K | 0.07% | 124 |
|
|
2024
Q3 | – | Sell |
-2,988
| Closed | -$220K | – | 171 |
|
|
2024
Q2 | $220K | Hold |
2,988
| – | – | 0.06% | 123 |
|
|
2024
Q1 | $216K | Hold |
2,988
| – | – | 0.06% | 126 |
|
|
2023
Q4 | $206K | Buy |
+2,988
| New | +$206K | 0.06% | 127 |
|
|
2023
Q3 | – | Sell |
-5,200
| Closed | -$295K | – | 159 |
|
|
2023
Q2 | $295K | Buy |
+5,200
| New | +$295K | 0.09% | 93 |
|
|
2023
Q1 | – | Sell |
-3,200
| Closed | -$266K | – | 156 |
|
|
2022
Q4 | $266K | Hold |
3,200
| – | – | 0.09% | 98 |
|
|
2022
Q3 | $230K | Hold |
3,200
| – | – | 0.12% | 101 |
|
|
2022
Q2 | $202K | Hold |
3,200
| – | – | 0.09% | 120 |
|
|
2022
Q1 | $270K | Hold |
3,200
| – | – | 0.09% | 108 |
|
|
2021
Q4 | $269K | Hold |
3,200
| – | – | 0.07% | 114 |
|
|
2021
Q3 | $233K | Hold |
3,200
| – | – | 0.07% | 119 |
|
|
2021
Q2 | $233K | Hold |
3,200
| – | – | 0.07% | 124 |
|
|
2021
Q1 | $209K | Sell |
3,200
-800
| -20% | -$52.3K | 0.07% | 128 |
|
|
2020
Q4 | $212K | Buy |
+4,000
| New | +$212K | 0.08% | 124 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 172 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 182 |
|