Redwood Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,820
| Closed | -$263K | – | 390 |
|
|
2023
Q4 | $263K | Buy |
+3,820
| New | +$263K | 0.02% | 320 |
|
|
2022
Q4 | – | Sell |
-4,727
| Closed | -$340K | – | 293 |
|
|
2022
Q3 | $340K | Buy |
+4,727
| New | +$340K | 0.07% | 182 |
|
|
2021
Q4 | – | Sell |
-3,221
| Closed | -$235K | – | 301 |
|
|
2021
Q3 | $235K | Buy |
+3,221
| New | +$235K | 0.03% | 260 |
|