RS
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R Squared’s Charles Schwab SCHW Stock Holding History

R Squared’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.19M Buy
+12,994
New +$1.19M 0.65% 31
2025
Q1 		– Sell
-5,711
Closed -$423K – 1275
2024
Q4 		$423K Buy
+5,711
New +$423K 0.41% 37