Novare Capital Management’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 | $1.05M | Sell |
11,535
-300
| -3% | -$27.4K | 0.09% | 116 |
|
|
2025
Q1 | $926K | Buy |
11,835
+597
| +5% | +$46.7K | 0.08% | 119 |
|
|
2024
Q4 | $832K | Sell |
11,238
-2,286
| -17% | -$169K | 0.07% | 123 |
|
|
2024
Q3 | $876K | Buy |
13,524
+1,986
| +17% | +$129K | 0.07% | 114 |
|
|
2024
Q2 | $850K | Sell |
11,538
-248
| -2% | -$18.3K | 0.08% | 113 |
|
|
2024
Q1 | $853K | Buy |
11,786
+482
| +4% | +$34.9K | 0.08% | 113 |
|
|
2023
Q4 | $778K | Sell |
11,304
-1,800
| -14% | -$124K | 0.08% | 114 |
|
|
2023
Q3 | $719K | Sell |
13,104
-715
| -5% | -$39.3K | 0.08% | 112 |
|
|
2023
Q2 | $783K | Buy |
13,819
+8,985
| +186% | +$509K | 0.08% | 114 |
|
|
2023
Q1 | $253K | Buy |
+4,834
| New | +$253K | 0.03% | 154 |
|