Sivia 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 | $415K | Buy |
4,553
+809
| +22% | +$73.8K | 0.12% | 174 |
|
|
2025
Q1 | $293K | Buy |
3,744
+154
| +4% | +$12.1K | 0.14% | 167 |
|
|
2024
Q4 | $266K | Buy |
3,590
+32
| +0.9% | +$2.37K | 0.13% | 133 |
|
|
2024
Q3 | $231K | Sell |
3,558
-329
| -8% | -$21.3K | 0.14% | 163 |
|
|
2024
Q2 | $286K | Buy |
3,887
+398
| +11% | +$29.3K | 0.19% | 119 |
|
|
2024
Q1 | $252K | Buy |
3,489
+15
| +0.4% | +$1.09K | 0.17% | 137 |
|
|
2023
Q4 | $239K | Buy |
+3,474
| New | +$239K | 0.18% | 135 |
|