Sivia Capital Partners’s Charles Schwab SCHW Stock Holding History

Sivia Capital Partners’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$556K	Buy
2025 Q2	$415K	Buy
2025 Q1	$293K	Buy
2024 Q4	$266K	Buy
2024 Q3	$231K	Sell
2024 Q2	$286K	Buy
2024 Q1	$252K	Buy
2023 Q4	$239K	Buy