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Impact Capital Partners’s Charles Schwab SCHW Stock Holding History

Impact Capital Partners’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 		$619K Sell
6,787
-266
-4% -$24.3K 0.2% 115
2025
Q1 		$552K Sell
7,053
-223
-3% -$17.5K 0.2% 120
2024
Q4 		$538K Buy
+7,276
New +$538K 0.19% 126