Disciplina Capital Management’s Charles Schwab SCHW Stock Holding History

Disciplina Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$76.8K	Buy
2025 Q1	$65.7K	Sell
2024 Q4	$117K	Hold
2024 Q3	$103K	Sell
2024 Q2	$136K	Hold
2024 Q1	$133K	Hold
2023 Q4	$127K	Hold
2023 Q3	$101K	Hold
2023 Q2	$104K	Buy