BC
SCHW icon

Burney Company’s Charles Schwab SCHW Stock Holding History

Burney Company’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 		$16.3M Buy
178,565
+89,164
+100% +$8.14M 0.55% 45
2025
Q1 		$7M Buy
+89,401
New +$7M 0.25% 88