Chiron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,700
| Closed | -$210K | – | 125 |
|
|
2023
Q2 | $210K | Sell |
3,700
-200
| -5% | -$11.3K | 0.17% | 100 |
|
|
2023
Q1 | $204K | Buy |
3,900
+600
| +18% | +$31.4K | 0.14% | 108 |
|
|
2022
Q4 | $275K | Sell |
3,300
-300
| -8% | -$25K | 0.19% | 87 |
|
|
2022
Q3 | $259K | Sell |
3,600
-2,000
| -36% | -$144K | 0.17% | 95 |
|
|
2022
Q2 | $354K | Buy |
+5,600
| New | +$354K | 0.22% | 85 |
|