Fusion Capital’s Charles Schwab SCHW Stock Holding History

Fusion Capital’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.37M	Buy
2025 Q1	$1.11M	Buy
2024 Q4	$894K	Buy
2024 Q3	$780K	Buy
2024 Q2	$641K	Sell
2024 Q1	$656K	Buy
2023 Q4	$511K	Buy
2023 Q3	$308K	Sell
2023 Q2	$336K	Buy
2023 Q1	$266K	Buy