O'Rourke & Company’s Charles Schwab SCHW Stock Holding History

O'Rourke & Company’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.08M	Sell
2025 Q2	$1.1M	Sell
2025 Q1	$996K	Sell
2024 Q4	$959K	Buy
2024 Q3	$831K	Sell
2024 Q2	$947K	Sell
2024 Q1	$958K	Buy
2023 Q4	$841K	Buy
2023 Q3	$529K	Buy
2023 Q2	$468K	Buy