NRS
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Neville Rodie & Shaw’s Charles Schwab SCHW Stock Holding History

Neville Rodie & Shaw’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 		$643K Hold
7,050
– – 0.05% 158
2025
Q1 		$552K Buy
7,050
+1,650
+31% +$129K 0.04% 171
2024
Q4 		$400K Sell
5,400
-50
-0.9% -$3.7K 0.03% 204
2024
Q3 		$353K Buy
+5,450
New +$353K 0.03% 209