Paradigm Capital Management (Nevada)’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
$328K Sell
3,595
-180
-5% -$16.4K 0.32% 49
2025
Q1
$296K Sell
3,775
-4,100
-52% -$321K 0.3% 47
2024
Q4
$583K Sell
7,875
-400
-5% -$29.6K 0.54% 39
2024
Q3
$536K Buy
+8,275
New +$536K 0.51% 40