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InceptionR’s Charles Schwab SCHW Stock Holding History

InceptionR’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
Q1 		– Sell
-15,543
Closed -$1.15M – 801
2024
Q4 		$1.15M Buy
15,543
+11,806
+316% +$874K 0.26% 131
2024
Q3 		$242K Buy
+3,737
New +$242K 0.06% 521