SBI Securities’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
$200K Buy
2,193
+32
+1% +$2.92K 0.01% 583
2025
Q1
$169K Sell
2,161
-93
-4% -$7.28K 0.01% 577
2024
Q4
$167K Buy
+2,254
New +$167K 0.01% 594