Sandhill Capital 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 | $54.3M | Buy |
595,557
+2,942
| +0.5% | +$268K | 3.9% | 9 |
|
|
2025
Q1 | $46.4M | Sell |
592,615
-10,601
| -2% | -$830K | 3.81% | 9 |
|
|
2024
Q4 | $44.6M | Sell |
603,216
-184,149
| -23% | -$13.6M | 3.5% | 10 |
|
|
2024
Q3 | $51M | Buy |
787,365
+60,332
| +8% | +$3.91M | 3.64% | 13 |
|
|
2024
Q2 | $53.6M | Sell |
727,033
-9,279
| -1% | -$684K | 4.11% | 7 |
|
|
2024
Q1 | $53.3M | Sell |
736,312
-2,288
| -0.3% | -$166K | 4.26% | 6 |
|
|
2023
Q4 | $50.8M | Buy |
738,600
+114,096
| +18% | +$7.85M | 4.22% | 8 |
|
|
2023
Q3 | $34.3M | Buy |
624,504
+88
| +0% | +$4.83K | 3.21% | 15 |
|
|
2023
Q2 | $35.4M | Buy |
+624,416
| New | +$35.4M | 3.23% | 13 |
|