Brooklyn Investment Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
2025
Q1
$785K Buy
2024
Q4
$673K Buy
2024
Q3
$555K Sell
2024
Q2
$659K Hold
2024
Q1
$659K Buy
2023
Q4
$604K Buy