Mainstream 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
$1.52M Sell
16,714
-111
-0.7% -$10.1K 1.11% 31
2025
Q1
$1.32M Buy
16,825
+794
+5% +$62.2K 1.04% 30
2024
Q4
$1.19M Buy
16,031
+162
+1% +$12K 0.83% 34
2024
Q3
$1.03M Buy
+15,869
New +$1.03M 0.87% 36