Charles Schwab
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Charles Schwab’s First Capital FCAP Stock Holding History

Charles Schwab’s Portfolio FCAP Stock Details FCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$424K Hold
2025
Q2 		$382K Buy
2021
Q2 		– Sell
2021
Q1 		$395K Buy
2020
Q4 		$473K Hold
2020
Q3 		$438K Sell
2020
Q2 		$566K Buy
2020
Q1 		$474K Sell
2019
Q4 		$599K Buy
2019
Q3 		$452K Hold
2019
Q2 		$395K Buy