Kimelman & Baird’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
$1.73K Hold
19
﹤0.01% 289
2025
Q1
$1.49K Hold
19
﹤0.01% 293
2024
Q4
$1.41K Hold
19
﹤0.01% 302
2024
Q3
$1.23K Hold
19
﹤0.01% 309
2024
Q2
$1.4K Buy
+19
New +$1.4K ﹤0.01% 309