Regal Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-254,444
| Closed | -$16.5M | – | 65 |
|
|
2024
Q3 | $16.5M | Buy |
254,444
+20,306
| +9% | +$1.32M | 1.46% | 19 |
|
|
2024
Q2 | $17.3M | Sell |
234,138
-170,040
| -42% | -$12.5M | 1.79% | 20 |
|
|
2024
Q1 | $29.2M | Hold |
404,178
| – | – | 2.94% | 12 |
|
|
2023
Q4 | $27.8M | Buy |
+404,178
| New | +$27.8M | 2.96% | 12 |
|