&Partners’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 | $13M | Buy |
142,749
+28,409
| +25% | +$2.59M | 0.1% | 197 |
|
|
2025
Q1 | $8.9M | Buy |
114,340
+14,406
| +14% | +$1.12M | 0.09% | 206 |
|
|
2024
Q4 | $7.45M | Buy |
99,934
+37,285
| +60% | +$2.78M | 0.09% | 222 |
|
|
2024
Q3 | $4.06M | Buy |
62,649
+47,769
| +321% | +$3.1M | 0.08% | 239 |
|
|
2024
Q2 | $1.1M | Buy |
14,880
+10,997
| +283% | +$810K | 0.05% | 323 |
|
|
2024
Q1 | $281K | Buy |
+3,883
| New | +$281K | 0.04% | 383 |
|