Opinicus Capital’s Charles Schwab SCHW Stock Holding History

Opinicus Capital’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$402K	Sell
2025 Q2	$419K	Sell
2025 Q1	$408K	Sell
2024 Q4	$732K	Sell
2024 Q3	$780K	Sell
2024 Q2	$919K	Buy
2024 Q1	$883K	Buy
2023 Q4	$793K	Buy