TD Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.8K Buy
2025
Q1
$3.78K Hold
2024
Q4
$3.56K Buy
2024
Q2
Sell
2024
Q1
$651 Buy