Monashee Investment 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
Sell
-75,000
Closed -$5.87M 65
2025
Q1
$5.87M Buy
+75,000
New +$5.87M 0.69% 21