Charles Schwab’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.15M | Buy |
356,691
+4,436
| +1% | +$114K | ﹤0.01% | 2060 |
|
|
2025
Q1 | $7.43M | Buy |
352,255
+4,212
| +1% | +$88.9K | ﹤0.01% | 2099 |
|
|
2024
Q4 | $6.3M | Buy |
348,043
+1,502
| +0.4% | +$27.2K | ﹤0.01% | 2235 |
|
|
2024
Q3 | $6.43M | Sell |
346,541
-8,060
| -2% | -$149K | ﹤0.01% | 2247 |
|
|
2024
Q2 | $5.52M | Buy |
+354,601
| New | +$5.52M | ﹤0.01% | 2316 |
|