Kirtland Hills Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$858K Buy
2025
Q1
$575K Buy
2024
Q4
$555K Sell
2024
Q3
$508K Sell
2024
Q2
$579K Buy
2024
Q1
$599K Buy