Farmhouse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $22.1M | Hold |
448,800
| – | – | 11.73% | 2 |
|
|
2018
Q2 | $22.9M | Hold |
448,800
| – | – | 14.05% | 2 |
|
|
2018
Q1 | $23.4M | Hold |
448,800
| – | – | 15.88% | 1 |
|
|
2017
Q4 | $23.1M | Buy |
448,800
+14,000
| +3% | +$719K | 14.38% | 2 |
|
|
2017
Q3 | $19M | Hold |
434,800
| – | – | 8.82% | 2 |
|
|
2017
Q2 | $18.7M | Hold |
434,800
| – | – | 8.89% | 2 |
|
|
2017
Q1 | $16.9M | Buy |
+434,800
| New | +$16.9M | 8.38% | 2 |
|