Tandem 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 | $4.5M | Sell |
49,369
-182
| -0.4% | -$16.6K | 2.28% | 11 |
|
|
2025
Q1 | $3.88M | Hold |
49,551
| – | – | 2.17% | 12 |
|
|
2024
Q4 | $3.67M | Buy |
49,551
+14
| +0% | +$1.04K | 1.96% | 16 |
|
|
2024
Q3 | $3.21M | Buy |
49,537
+150
| +0.3% | +$9.72K | 1.69% | 19 |
|
|
2024
Q2 | $3.62M | Buy |
49,387
+322
| +0.7% | +$23.6K | 1.98% | 16 |
|
|
2024
Q1 | $3.55M | Buy |
49,065
+3,974
| +9% | +$287K | 2.01% | 16 |
|
|
2023
Q4 | $3.1M | Buy |
45,091
+6,833
| +18% | +$470K | 1.93% | 16 |
|
|
2023
Q3 | $2.1M | Buy |
38,258
+10,657
| +39% | +$585K | 1.44% | 23 |
|
|
2023
Q2 | $1.56M | Buy |
27,601
+11,504
| +71% | +$652K | 1.02% | 36 |
|
|
2023
Q1 | $843K | Buy |
+16,097
| New | +$843K | 0.59% | 51 |
|