Chaney Capital 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 | $2.82M | Buy |
30,859
+29
| +0.1% | +$2.65K | 1.1% | 14 |
|
|
2025
Q1 | $2.41M | Buy |
30,830
+100
| +0.3% | +$7.83K | 1.08% | 14 |
|
|
2024
Q4 | $2.27M | Buy |
30,730
+7
| +0% | +$518 | 1.08% | 14 |
|
|
2024
Q3 | $1.99M | Buy |
30,723
+2,645
| +9% | +$171K | 1.12% | 13 |
|
|
2024
Q2 | $2.07M | Buy |
28,078
+7,155
| +34% | +$527K | 1.37% | 12 |
|
|
2024
Q1 | $1.51M | Buy |
20,923
+1,500
| +8% | +$109K | 1.22% | 10 |
|
|
2023
Q4 | $1.34M | Buy |
+19,423
| New | +$1.34M | 1.19% | 10 |
|