RNC 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
Q2 | $4.62M | Buy |
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|
2025
Q1 | $3.12M | Buy |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $634K | Hold |
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|
2021
Q4 | $632K | Buy |
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