Inscription Capital’s Charles Schwab SCHW Stock Holding History

Inscription Capital’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$271K	Sell
2025 Q1	$542K	Buy
2024 Q3	–	Sell
2024 Q2	$552K	Hold
2024 Q1	$542K	Buy
2021 Q3	–	Sell
2021 Q2	$403K	Buy