CAP Partners LLC’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 | $205K | Buy |
+2,250
| New | +$205K | 0.13% | 134 |
|
|
2025
Q1 | – | Sell |
-3,167
| Closed | -$234K | – | 140 |
|
|
2024
Q4 | $234K | Buy |
3,167
+45
| +1% | +$3.33K | 0.17% | 119 |
|
|
2024
Q3 | $202K | Buy |
3,122
+100
| +3% | +$6.48K | 0.15% | 127 |
|
|
2024
Q2 | $223K | Buy |
3,022
+174
| +6% | +$12.8K | 0.18% | 115 |
|
|
2024
Q1 | $206K | Buy |
+2,848
| New | +$206K | 0.18% | 116 |
|