Disciplina 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.8K | Buy |
842
+3
| +0.4% | +$274 | 0.01% | 34 |
|
|
2025
Q1 | $65.7K | Sell |
839
-744
| -47% | -$58.2K | 0.01% | 32 |
|
|
2024
Q4 | $117K | Hold |
1,583
| – | – | 0.02% | 32 |
|
|
2024
Q3 | $103K | Sell |
1,583
-260
| -14% | -$16.9K | 0.02% | 36 |
|
|
2024
Q2 | $136K | Hold |
1,843
| – | – | 0.02% | 33 |
|
|
2024
Q1 | $133K | Hold |
1,843
| – | – | 0.02% | 30 |
|
|
2023
Q4 | $127K | Hold |
1,843
| – | – | 0.02% | 32 |
|
|
2023
Q3 | $101K | Hold |
1,843
| – | – | 0.02% | 37 |
|
|
2023
Q2 | $104K | Buy |
+1,843
| New | +$104K | 0.02% | 37 |
|