Burkehill Global Management’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
Sell
-950,000
Closed -$74.4M 110
2025
Q1
$74.4M Buy
+950,000
New +$74.4M 5.53% 3