J. Goldman & Co’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33,428
Closed -$2.62M 462
2025
Q1
$2.62M Buy
+33,428
New +$2.62M 0.06% 179