Crown Oak Advisors’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 | $41.9M | Buy |
459,576
+2,134
| +0.5% | +$195K | 19.83% | 1 |
|
|
2025
Q1 | $35.8M | Sell |
457,442
-65
| -0% | -$5.09K | 18.09% | 1 |
|
|
2024
Q4 | $33.9M | Buy |
457,507
+131
| +0% | +$9.7K | 17.43% | 1 |
|
|
2024
Q3 | $29.6M | Buy |
457,376
+39
| +0% | +$2.53K | 16.47% | 1 |
|
|
2024
Q2 | $33.7M | Buy |
457,337
+1,937
| +0.4% | +$143K | 19.04% | 1 |
|
|
2024
Q1 | $32.9M | Hold |
455,400
| – | – | 18.14% | 1 |
|
|
2023
Q4 | $31.3M | Buy |
+455,400
| New | +$31.3M | 18.32% | 1 |
|