Brooklyn Investment Group’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 | $1.4M | Buy |
15,295
+5,261
| +52% | +$480K | 0.18% | 111 |
|
|
2025
Q1 | $785K | Buy |
10,034
+939
| +10% | +$73.5K | 0.17% | 116 |
|
|
2024
Q4 | $673K | Buy |
9,095
+527
| +6% | +$39K | 0.2% | 90 |
|
|
2024
Q3 | $555K | Sell |
8,568
-544
| -6% | -$35.3K | 0.18% | 101 |
|
|
2024
Q2 | $659K | Hold |
9,112
| – | – | 0.28% | 80 |
|
|
2024
Q1 | $659K | Buy |
9,112
+339
| +4% | +$24.5K | 0.28% | 80 |
|
|
2023
Q4 | $604K | Buy |
+8,773
| New | +$604K | 0.29% | 81 |
|