ICRM
SCHW icon

Insight Capital Research & Management’s Charles Schwab SCHW Stock Holding History

Insight Capital Research & Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-44,024
Closed -$1.89M – 131
2017
Q2 		$1.89M Buy
44,024
+7,741
+21% +$333K 1.11% 35
2017
Q1 		$1.48M Buy
36,283
+4,488
+14% +$183K 0.83% 61
2016
Q4 		$1.26M Buy
+31,795
New +$1.26M 0.67% 65