PM Capital’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$21M Buy
382,515
+162,644
+74% +$8.93M 4.93% 7
2023
Q2
$12.5M Buy
+219,871
New +$12.5M 2.6% 9