Rovin Capital’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 | $492K | Sell |
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|
2025
Q2 | $497K | Buy |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $751K | Buy |
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|
2024
Q1 | $730K | Sell |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $247K | Buy |
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