FIM
FWL Investment Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
35,124
-19,610
| -36% | -$1.79M | 0.98% | 28 |
|
|
2025
Q1 | $4.28M | Buy |
54,734
+48,424
| +767% | +$3.79M | 1.59% | 22 |
|
|
2024
Q4 | $467K | Buy |
6,310
+1,396
| +28% | +$103K | 0.17% | 63 |
|
|
2024
Q3 | $318K | Buy |
4,914
+803
| +20% | +$52K | 0.12% | 65 |
|
|
2024
Q2 | $303K | Buy |
4,111
+804
| +24% | +$59.2K | 0.15% | 45 |
|
|
2024
Q1 | $239K | Buy |
3,307
+1,996
| +152% | +$144K | 0.13% | 52 |
|
|
2023
Q4 | $90.2K | Buy |
1,311
+245
| +23% | +$16.9K | 0.05% | 66 |
|
|
2023
Q3 | $58.5K | Buy |
+1,066
| New | +$58.5K | 0.04% | 81 |
|