DLK Investment 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 | $5.38M | Sell |
58,919
-202
| -0.3% | -$18.4K | 2.03% | 22 |
|
|
2025
Q1 | $4.63M | Buy |
59,121
+452
| +0.8% | +$35.4K | 1.94% | 25 |
|
|
2024
Q4 | $4.34M | Sell |
58,669
-300
| -0.5% | -$22.2K | 1.82% | 25 |
|
|
2024
Q3 | $3.82M | Buy |
58,969
+1,783
| +3% | +$116K | 1.46% | 31 |
|
|
2024
Q2 | $4.21M | Sell |
57,186
-1,192
| -2% | -$87.8K | 1.74% | 25 |
|
|
2024
Q1 | $4.22M | Buy |
58,378
+775
| +1% | +$56.1K | 1.79% | 24 |
|
|
2023
Q4 | $3.96M | Buy |
+57,603
| New | +$3.96M | 1.8% | 26 |
|