Sentinus LLC’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 | $274K | Sell |
2,999
-490
| -14% | -$44.7K | 0.07% | 181 |
|
|
2025
Q1 | $273K | Buy |
3,489
+144
| +4% | +$11.3K | 0.08% | 168 |
|
|
2024
Q4 | $248K | Buy |
3,345
+54
| +2% | +$4K | 0.07% | 164 |
|
|
2024
Q3 | $213K | Sell |
3,291
-167
| -5% | -$10.8K | 0.06% | 176 |
|
|
2024
Q2 | $255K | Sell |
3,458
-93
| -3% | -$6.85K | 0.08% | 156 |
|
|
2024
Q1 | $257K | Buy |
+3,551
| New | +$257K | 0.09% | 145 |
|