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GAMMA Investing’s Charles Schwab SCHW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.94M Buy
32,253
+5,131
+19% +$468K 0.19% 81
2025
Q1
$2.12M Buy
27,122
+5,973
+28% +$468K 0.16% 114
2024
Q4
$1.57M Buy
21,149
+2,938
+16% +$217K 0.13% 134
2024
Q3
$1.18M Buy
18,211
+6
+0% +$389 0.12% 162
2024
Q2
$1.34M Buy
18,205
+4,521
+33% +$333K 0.18% 98
2024
Q1
$990K Buy
13,684
+2,161
+19% +$156K 0.2% 83
2023
Q4
$725K Buy
+11,523
New +$725K 0.2% 82