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Inkwell Capital’s Charles Schwab SCHW Stock Holding History

Inkwell 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 		$3.44M Sell
37,746
-324
-0.9% -$29.6K 3.69% 12
2025
Q1 		$2.98M Sell
38,070
-12,260
-24% -$960K 3.26% 17
2024
Q4 		$3.72M Buy
+50,330
New +$3.72M 3.98% 10