New Republic Capital’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 | $210K | Buy |
+2,301
| New | +$210K | 0.07% | 173 |
|
|
2024
Q3 | – | Sell |
-3,024
| Closed | -$223K | – | 260 |
|
|
2024
Q2 | $223K | Buy |
3,024
+76
| +3% | +$5.6K | 0.11% | 158 |
|
|
2024
Q1 | $213K | Sell |
2,948
-1,270
| -30% | -$91.9K | 0.14% | 148 |
|
|
2023
Q4 | $290K | Buy |
4,218
+553
| +15% | +$38K | 0.21% | 116 |
|
|
2023
Q3 | $201K | Buy |
+3,665
| New | +$201K | 0.16% | 128 |
|