NCM
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Nearwater Capital Markets’s Charles Schwab SCHW Stock Holding History

Nearwater Capital Markets’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$130M Buy
1,424,879
+1,324,879
+1,325% +$121M 2.08% 11
2025
Q1 		$7.83M Hold
100,000
– – 0.22% 87
2024
Q4 		$7.4M Buy
+100,000
New +$7.4M 0.21% 75