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Capricorn Fund Managers’s Charles Schwab SCHW Stock Holding History

Capricorn Fund Managers’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 		$1.16M Sell
12,701
-224
-2% -$20.4K 0.55% 41
2025
Q1 		$1.01M Buy
12,925
+2,260
+21% +$177K 0.54% 34
2024
Q4 		$788K Buy
+10,665
New +$788K 0.35% 51