Buckhead Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27,031
| Closed | -$1.99M | – | 130 |
|
|
2024
Q2 | $1.99M | Buy |
27,031
+7,490
| +38% | +$552K | 0.67% | 54 |
|
|
2024
Q1 | $1.41M | Buy |
19,541
+1,994
| +11% | +$144K | 0.48% | 58 |
|
|
2023
Q4 | $1.21M | Sell |
17,547
-500
| -3% | -$34.4K | 0.45% | 60 |
|
|
2023
Q3 | $991K | Sell |
18,047
-2,139
| -11% | -$117K | 0.41% | 60 |
|
|
2023
Q2 | $1.14M | Sell |
20,186
-5,645
| -22% | -$320K | 0.27% | 76 |
|
|
2023
Q1 | $1.35M | Buy |
+25,831
| New | +$1.35M | 0.32% | 74 |
|