Future Fund LLC’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Buy |
9,661
+897
| +10% | +$81.8K | 0.39% | 95 |
|
|
2025
Q1 | $686K | Buy |
+8,764
| New | +$686K | 0.88% | 52 |
|
|
2024
Q3 | – | Sell |
-16,004
| Closed | -$1.18M | – | 37 |
|
|
2024
Q2 | $1.18M | Buy |
16,004
+11,300
| +240% | +$830K | 2.95% | 14 |
|
|
2024
Q1 | $340K | Buy |
4,704
+188
| +4% | +$13.6K | 2.76% | 19 |
|
|
2023
Q4 | $311K | Buy |
4,516
+400
| +10% | +$27.5K | 0.86% | 21 |
|
|
2023
Q3 | $226K | Sell |
4,116
-747
| -15% | -$41K | 0.63% | 26 |
|
|
2023
Q2 | $276K | Buy |
+4,863
| New | +$276K | 2.62% | 23 |
|