GC
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Guidance Capital’s Charles Schwab SCHW Stock Holding History

Guidance Capital’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,230
Closed -$1.02M – 228
2024
Q3 		$1.02M Buy
14,230
+348
+3% +$24.8K 0.32% 70
2024
Q2 		$905K Buy
13,882
+859
+7% +$56K 0.3% 74
2024
Q1 		$928K Buy
+13,023
New +$928K 0.34% 55