DLK Investment Management’s Charles Schwab SCHW Stock Holding History

DLK Investment 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 Q3	$5.46M	Sell
2025 Q2	$5.38M	Sell
2025 Q1	$4.63M	Buy
2024 Q4	$4.34M	Sell
2024 Q3	$3.82M	Buy
2024 Q2	$4.21M	Sell
2024 Q1	$4.22M	Buy
2023 Q4	$3.96M	Buy