Oarsman 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 | $286K | Sell |
3,137
-845
| -21% | -$77.1K | 0.04% | 191 |
|
|
2025
Q1 | $312K | Sell |
3,982
-601
| -13% | -$47K | 0.06% | 176 |
|
|
2024
Q4 | $339K | Sell |
4,583
-50
| -1% | -$3.7K | 0.06% | 163 |
|
|
2024
Q3 | $300K | Buy |
4,633
+815
| +21% | +$52.8K | 0.06% | 180 |
|
|
2024
Q2 | $281K | Hold |
3,818
| – | – | 0.06% | 180 |
|
|
2024
Q1 | $276K | Buy |
3,818
+111
| +3% | +$8.03K | 0.07% | 183 |
|
|
2023
Q4 | $255K | Buy |
+3,707
| New | +$255K | 0.07% | 194 |
|