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Nautilus Advisors’s Charles Schwab SCHW Stock Holding History

Nautilus Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.14M Hold
12,481
– – 0.84% 31
2025
Q1 		$977K Sell
12,481
-350
-3% -$27.4K 0.81% 34
2024
Q4 		$950K Buy
+12,831
New +$950K 0.76% 36