Next Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $4.88M | Buy |
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|
2024
Q1 | $4.71M | Buy |
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|
2023
Q4 | $4.4M | Buy |
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|
2023
Q3 | $3.45M | Hold |
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|
2023
Q2 | $3.56M | Buy |
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|
2023
Q1 | $1.96M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $110K | Buy |
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|
2019
Q1 | $94K | Hold |
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|
2018
Q4 | $91K | Buy |
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