Kirtland Hills Capital Management’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 | $858K | Buy |
9,405
+1,853
| +25% | +$169K | 0.4% | 80 |
|
|
2025
Q1 | $575K | Buy |
7,552
+58
| +0.8% | +$4.42K | 0.35% | 85 |
|
|
2024
Q4 | $555K | Sell |
7,494
-349
| -4% | -$25.8K | 0.36% | 82 |
|
|
2024
Q3 | $508K | Sell |
7,843
-12
| -0.2% | -$778 | 0.28% | 91 |
|
|
2024
Q2 | $579K | Buy |
7,855
+26
| +0.3% | +$1.92K | 0.48% | 66 |
|
|
2024
Q1 | $599K | Buy |
+7,829
| New | +$599K | 0.52% | 65 |
|