Romano Brothers & Co’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 | $363K | Hold |
3,974
| – | – | 0.04% | 251 |
|
|
2025
Q1 | $311K | Hold |
3,974
| – | – | 0.04% | 261 |
|
|
2024
Q4 | $294K | Buy |
3,974
+59
| +2% | +$4.37K | 0.04% | 265 |
|
|
2024
Q3 | $254K | Sell |
3,915
-100
| -2% | -$6.48K | 0.03% | 277 |
|
|
2024
Q2 | $296K | Buy |
4,015
+150
| +4% | +$11.1K | 0.04% | 254 |
|
|
2024
Q1 | $280K | Hold |
3,865
| – | – | 0.04% | 266 |
|
|
2023
Q4 | $266K | Buy |
+3,865
| New | +$266K | 0.04% | 266 |
|
|
2023
Q1 | – | Sell |
-2,983
| Closed | -$248K | – | 845 |
|
|
2022
Q4 | $248K | Sell |
2,983
-29
| -1% | -$2.42K | 0.04% | 270 |
|
|
2022
Q3 | $216K | Buy |
+3,012
| New | +$216K | 0.03% | 278 |
|