Raleigh 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
Q4
$2K Buy
2025
Q2
Sell
2025
Q1
$1.96K Sell
2024
Q4
$66.2K Sell
2024
Q3
$65.4K Buy
2024
Q2
$56.3K Buy
2024
Q1
$52.8K Buy
2023
Q4
$14.8K Buy
2023
Q2
Sell
2023
Q1
$2.51K Buy
2022
Q2
Sell
2022
Q1
$2K Buy