Resolute Capital Asset 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 | $3.32M | Buy |
36,401
+6,401
| +21% | +$584K | 1.74% | 20 |
|
|
2025
Q1 | $2.35M | Buy |
+30,000
| New | +$2.35M | 1.32% | 26 |
|
|
2024
Q1 | – | Sell |
-65,000
| Closed | -$4.47M | – | 59 |
|
|
2023
Q4 | $4.47M | Buy |
+65,000
| New | +$4.47M | 2.92% | 11 |
|
|
2023
Q3 | – | Sell |
-70,000
| Closed | -$3.97M | – | 45 |
|
|
2023
Q2 | $3.97M | Buy |
+70,000
| New | +$3.97M | 2.82% | 13 |
|
|
2022
Q3 | – | Sell |
-50,000
| Closed | -$3.16M | – | 48 |
|
|
2022
Q2 | $3.16M | Hold |
50,000
| – | – | 2.27% | 19 |
|
|
2022
Q1 | $4.22M | Sell |
50,000
-25,000
| -33% | -$2.11M | 2.69% | 13 |
|
|
2021
Q4 | $6.31M | Buy |
+75,000
| New | +$6.31M | 4.12% | 5 |
|