Romano Brothers & Co’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
Q3
$379K Hold
2025
Q2
$363K Hold
2025
Q1
$311K Hold
2024
Q4
$294K Buy
2024
Q3
$254K Sell
2024
Q2
$296K Buy
2024
Q1
$280K Hold
2023
Q4
$266K Buy
2023
Q1
Sell
2022
Q4
$248K Sell
2022
Q3
$216K Buy