Radnor Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.72M Sell
2025
Q1
$6.93M Buy
2024
Q4
$6.54M Sell
2024
Q3
$6.08M Buy
2024
Q2
Sell
2024
Q1
$3.04M Buy
2023
Q4
$2.79M Buy
2023
Q3
$2.16M Buy
2023
Q2
Sell
2023
Q1
$486K Buy
2022
Q4
$515K Hold
2022
Q3
$476K Hold
2022
Q2
$418K Buy