Kinsale Capital Group’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 | $12M | Buy |
131,021
+10,905
| +9% | +$995K | 2.45% | 11 |
|
|
2025
Q1 | $9.4M | Buy |
120,116
+14,629
| +14% | +$1.15M | 2.31% | 12 |
|
|
2024
Q4 | $7.81M | Buy |
105,487
+10,976
| +12% | +$812K | 2.1% | 15 |
|
|
2024
Q3 | $6.13M | Buy |
94,511
+13,686
| +17% | +$887K | 1.81% | 22 |
|
|
2024
Q2 | $5.96M | Buy |
80,825
+15,612
| +24% | +$1.15M | 2.06% | 13 |
|
|
2024
Q1 | $4.72M | Buy |
65,213
+11,896
| +22% | +$861K | 1.86% | 14 |
|
|
2023
Q4 | $3.67M | Buy |
53,317
+12,768
| +31% | +$878K | 1.82% | 14 |
|
|
2023
Q3 | $2.23M | Buy |
40,549
+14,455
| +55% | +$794K | 1.26% | 16 |
|
|
2023
Q2 | $1.48M | Buy |
26,094
+10,995
| +73% | +$623K | 0.89% | 23 |
|
|
2023
Q1 | $791K | Buy |
15,099
+10,099
| +202% | +$529K | 0.58% | 24 |
|
|
2022
Q4 | $416K | Buy |
+5,000
| New | +$416K | 0.36% | 7 |
|