Rowlandmiller & 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 | $131K | Hold |
1,435
| – | – | 0.03% | 168 |
|
|
2025
Q1 | $112K | Buy |
+1,435
| New | +$112K | 0.02% | 177 |
|
|
2024
Q3 | – | Sell |
-1,835
| Closed | -$135K | – | 186 |
|
|
2024
Q2 | $135K | Sell |
1,835
-550
| -23% | -$40.5K | 0.03% | 154 |
|
|
2024
Q1 | $173K | Sell |
2,385
-100
| -4% | -$7.23K | 0.04% | 144 |
|
|
2023
Q4 | $171K | Hold |
2,485
| – | – | 0.04% | 144 |
|
|
2023
Q3 | $136K | Buy |
+2,485
| New | +$136K | 0.03% | 153 |
|