JF
SCHW icon

Jericho Financial’s Charles Schwab SCHW Stock Holding History

Jericho Financial’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 		$810K Sell
8,879
-1,161
-12% -$106K 0.53% 31
2025
Q1 		$786K Sell
10,040
-508
-5% -$39.8K 0.57% 31
2024
Q4 		$781K Buy
+10,548
New +$781K 0.57% 31