Opinicus 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 | $419K | Sell |
4,597
-613
| -12% | -$55.9K | 0.32% | 72 |
|
|
2025
Q1 | $408K | Sell |
5,210
-4,682
| -47% | -$367K | 0.36% | 69 |
|
|
2024
Q4 | $732K | Sell |
9,892
-2,146
| -18% | -$159K | 0.62% | 52 |
|
|
2024
Q3 | $780K | Sell |
12,038
-436
| -3% | -$28.3K | 0.62% | 50 |
|
|
2024
Q2 | $919K | Buy |
12,474
+270
| +2% | +$19.9K | 0.77% | 41 |
|
|
2024
Q1 | $883K | Buy |
12,204
+675
| +6% | +$48.8K | 0.78% | 43 |
|
|
2023
Q4 | $793K | Buy |
+11,529
| New | +$793K | 0.81% | 43 |
|