GI
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 |
|