Howard 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
$990K Buy
10,849
+2,812
+35% +$257K 0.01% 226
2025
Q1
$629K Sell
8,037
-1,044
-11% -$81.7K 0.02% 242
2024
Q4
$672K Buy
9,081
+632
+7% +$46.8K 0.01% 260
2024
Q3
$548K Buy
+8,449
New +$548K 0.01% 266