RAM Investment 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 | $322K | Buy |
3,534
+173
| +5% | +$15.8K | 0.07% | 75 |
|
|
2025
Q1 | $263K | Buy |
3,361
+68
| +2% | +$5.32K | 0.07% | 77 |
|
|
2024
Q4 | $244K | Buy |
3,293
+47
| +1% | +$3.48K | 0.06% | 80 |
|
|
2024
Q3 | $210K | Hold |
3,246
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $239K | Sell |
3,246
-1,694
| -34% | -$125K | 0.07% | 68 |
|
|
2024
Q1 | $357K | Buy |
+4,940
| New | +$357K | 0.11% | 52 |
|