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Broyhill Asset Management’s Charles Schwab SCHW Stock Holding History

Broyhill Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$447K Sell
4,895
-19,983
-80% -$1.82M 0.41% 54
2025
Q1 		$1.95M Buy
24,878
+1,889
+8% +$148K 1.58% 22
2024
Q4 		$1.7M Buy
+22,989
New +$1.7M 1.5% 22