SKBA Capital Management’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 | – | Sell |
-84,600
| Closed | -$6.62M | – | 88 |
|
|
2025
Q1 | $6.62M | Sell |
84,600
-300
| -0.4% | -$23.5K | 0.99% | 50 |
|
|
2024
Q4 | $6.28M | Sell |
84,900
-30,400
| -26% | -$2.25M | 0.99% | 52 |
|
|
2024
Q3 | $7.47M | Sell |
115,300
-8,330
| -7% | -$540K | 1.11% | 47 |
|
|
2024
Q2 | $9.11M | Sell |
123,630
-7,930
| -6% | -$584K | 1.46% | 34 |
|
|
2024
Q1 | $9.52M | Sell |
131,560
-27,400
| -17% | -$1.98M | 1.49% | 34 |
|
|
2023
Q4 | $10.9M | Sell |
158,960
-2,200
| -1% | -$151K | 1.84% | 22 |
|
|
2023
Q3 | $8.85M | Hold |
161,160
| – | – | 1.63% | 31 |
|
|
2023
Q2 | $9.13M | Buy |
+161,160
| New | +$9.13M | 1.65% | 33 |
|