Garda Capital Partners’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 | – | Hold |
0
| – | – | – | 239 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 243 |
|
|
2024
Q4 | – | Sell |
-14,484
| Closed | -$939K | – | 194 |
|
|
2024
Q3 | $939K | Buy |
+14,484
| New | +$939K | 0.03% | 24 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 189 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 242 |
|
|
2023
Q4 | – | Sell |
-9,877
| Closed | -$542K | – | 240 |
|
|
2023
Q3 | $542K | Buy |
+9,877
| New | +$542K | 0.03% | 89 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 193 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 190 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 143 |
|