Bridgefront 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 | $3.31M | Buy |
36,332
+26,802
| +281% | +$2.45M | 0.88% | 4 |
|
2025
Q1 | $746K | Sell |
9,530
-1,251
| -12% | -$97.9K | 0.22% | 146 |
|
2024
Q4 | $798K | Buy |
+10,781
| New | +$798K | 0.27% | 105 |
|
2023
Q4 | – | Sell |
-7,188
| Closed | -$395K | – | 545 |
|
2023
Q3 | $395K | Buy |
+7,188
| New | +$395K | 0.28% | 125 |
|
2023
Q2 | – | Sell |
-20,217
| Closed | -$1.06M | – | 645 |
|
2023
Q1 | $1.06M | Buy |
+20,217
| New | +$1.06M | 0.65% | 22 |
|
2022
Q1 | – | Sell |
-4,131
| Closed | -$347K | – | 407 |
|
2021
Q4 | $347K | Buy |
+4,131
| New | +$347K | 0.34% | 113 |
|
2021
Q2 | – | Sell |
-17,058
| Closed | -$1.11M | – | 872 |
|
2021
Q1 | $1.11M | Buy |
+17,058
| New | +$1.11M | 0.35% | 45 |
|