Paralel Advisors’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 | $68.4M | Hold |
750,000
| – | – | 2.79% | 10 |
|
|
2025
Q1 | $58.7M | Hold |
750,000
| – | – | 2.44% | 10 |
|
|
2024
Q4 | $55.5M | Hold |
750,000
| – | – | 2.37% | 10 |
|
|
2024
Q3 | $48.6M | Hold |
750,000
| – | – | 2.12% | 12 |
|
|
2024
Q2 | $55.3M | Hold |
750,000
| – | – | 2.64% | 10 |
|
|
2024
Q1 | $54.3M | Hold |
750,000
| – | – | 2.49% | 11 |
|
|
2023
Q4 | $51.6M | Hold |
750,000
| – | – | 2.64% | 12 |
|
|
2023
Q3 | $41.2M | Hold |
750,000
| – | – | 2.28% | 14 |
|
|
2023
Q2 | $42.5M | Buy |
750,000
+400,000
| +114% | +$22.7M | 2.27% | 13 |
|
|
2023
Q1 | $18.3M | Buy |
+350,000
| New | +$18.3M | 1.03% | 22 |
|