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Cromwell Holdings’s Charles Schwab SCHW Stock Holding History

Cromwell Holdings’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 		$491K Buy
5,381
+2,911
+118% +$266K 0.3% 61
2025
Q1 		$193K Hold
2,470
– – 0.12% 157
2024
Q4 		$183K Hold
2,470
– – 0.11% 172
2024
Q3 		$160K Sell
2,470
-2,269
-48% -$147K 0.1% 202
2024
Q2 		$349K Buy
+4,739
New +$349K 0.21% 87