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Cary Street Partners’s Charles Schwab SCHW Stock Holding History

Cary Street Partners’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 		$2.98M Buy
32,700
+6,398
+24% +$584K 0.08% 246
2025
Q1 		$2.06M Buy
26,302
+6,648
+34% +$520K 0.07% 283
2024
Q4 		$1.45M Buy
+19,654
New +$1.45M 0.05% 326