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Iconiq Capital’s Charles Schwab SCHW Stock Holding History

Iconiq 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
2025
Q2 		$992K Buy
10,868
+2,880
+36% +$263K 0.02% 102
2025
Q1 		$625K Buy
7,988
+1,286
+19% +$101K 0.01% 136
2024
Q4 		$496K Buy
6,702
+3,426
+105% +$254K 0.01% 155
2024
Q3 		$212K Buy
+3,276
New +$212K ﹤0.01% 189