Gables Capital Management’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 | $22.7K | Buy |
249
+100
| +67% | +$9.12K | 0.01% | 279 |
|
|
2025
Q1 | $11.7K | Hold |
149
| – | – | 0.01% | 350 |
|
|
2024
Q4 | $11K | Hold |
149
| – | – | 0.01% | 352 |
|
|
2024
Q3 | $9.66K | Hold |
149
| – | – | ﹤0.01% | 367 |
|
|
2024
Q2 | $11K | Hold |
149
| – | – | 0.01% | 324 |
|
|
2024
Q1 | $10.8K | Hold |
149
| – | – | 0.01% | 324 |
|
|
2023
Q4 | $10.3K | Hold |
149
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $8.18K | Hold |
149
| – | – | 0.01% | 303 |
|
|
2023
Q2 | $8.45K | Buy |
+149
| New | +$8.45K | 0.01% | 308 |
|