Newlands Management Operations’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 | $292M | Hold |
3,196,166
| – | – | 1.54% | 14 |
|
|
2025
Q1 | $250M | Hold |
3,196,166
| – | – | 1.7% | 14 |
|
|
2024
Q4 | $237M | Hold |
3,196,166
| – | – | 1.49% | 14 |
|
|
2024
Q3 | $207M | Hold |
3,196,166
| – | – | 1.5% | 14 |
|
|
2024
Q2 | $236M | Hold |
3,196,166
| – | – | 1.94% | 12 |
|
|
2024
Q1 | $231M | Hold |
3,196,166
| – | – | 1.87% | 14 |
|
|
2023
Q4 | $220M | Hold |
3,196,166
| – | – | 2.02% | 16 |
|
|
2023
Q3 | $175M | Hold |
3,196,166
| – | – | 1.87% | 16 |
|
|
2023
Q2 | $181M | Buy |
+3,196,166
| New | +$181M | 1.93% | 16 |
|