EAM
Eschler Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,345
| Closed | -$810K | – | 73 |
|
|
2025
Q1 | $810K | Sell |
10,345
-379
| -4% | -$29.7K | 2% | 20 |
|
|
2024
Q4 | $794K | Buy |
10,724
+379
| +4% | +$28.1K | 1.87% | 16 |
|
|
2024
Q3 | $670K | Hold |
10,345
| – | – | 1% | 28 |
|
|
2024
Q2 | $762K | Buy |
+10,345
| New | +$762K | 0.6% | 25 |
|
|
2024
Q1 | – | Sell |
-15,024
| Closed | -$935K | – | 120 |
|
|
2023
Q4 | $935K | Buy |
+15,024
| New | +$935K | 0.74% | 34 |
|