Caitong International Asset 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
$3.65K Buy
40
+37
+1,233% +$3.38K ﹤0.01% 1151
2025
Q1
$235 Sell
3
-3,035
-100% -$238K ﹤0.01% 1898
2024
Q4
$225K Buy
+3,038
New +$225K 0.22% 72