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Eagle Rock Investment Company’s Charles Schwab SCHW Stock Holding History

Eagle Rock Investment Company’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,279
Closed -$1.59M – 166
2025
Q1 		$1.59M Hold
20,279
– – 0.27% 83
2024
Q4 		$1.5M Hold
20,279
– – 0.25% 85
2024
Q3 		$1.31M Buy
+20,279
New +$1.31M 0.22% 90