CAP Partners LLC’s Charles Schwab SCHW Stock Holding History

CAP Partners LLC’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$225K	Hold
2025 Q3	$215K	Hold
2025 Q2	$205K	Buy
2025 Q1	–	Sell
2024 Q4	$234K	Buy
2024 Q3	$202K	Buy
2024 Q2	$223K	Buy
2024 Q1	$206K	Buy