Fielder Capital Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
2025
Q1
$348K Buy
2024
Q4
$250K Buy
2024
Q3
$203K Sell
2024
Q2
$234K Buy
2024
Q1
$229K Buy
2023
Q4
$215K Buy