Oversea-Chinese Banking Corp (OCBC)’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 | – | Sell |
-4,228
| Closed | -$331K | – | 377 |
|
|
2025
Q1 | $331K | Buy |
+4,228
| New | +$331K | 0.01% | 314 |
|
|
2024
Q1 | – | Sell |
-9,588
| Closed | -$667K | – | 362 |
|
|
2023
Q4 | $667K | Buy |
9,588
+1,500
| +19% | +$104K | 0.02% | 211 |
|
|
2023
Q3 | $441K | Buy |
8,088
+500
| +7% | +$27.3K | 0.02% | 273 |
|
|
2023
Q2 | $434K | Buy |
+7,588
| New | +$434K | 0.02% | 228 |
|