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Napatree Capital’s Charles Schwab SCHW Stock Holding History

Napatree Capital’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,725
Closed -$643K – 165
2024
Q2 		$643K Sell
8,725
-2,718
-24% -$200K 0.52% 66
2024
Q1 		$846K Sell
11,443
-344
-3% -$25.4K 0.82% 38
2023
Q4 		$811K Buy
+11,787
New +$811K 0.81% 40