O'Neil Global Advisors’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	$2.8M	Buy	+30,664	New	+$2.8M	0.64%	23
2023 Q1	–	Sell	-5,800	Closed	-$483K	–	84
2022 Q4	$483K	Buy	+5,800	New	+$483K	2.23%	16