Thoroughbred Financial Services’s Charles Schwab SCHW Stock Holding History

Thoroughbred Financial Services’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$231K	Buy
2025 Q2	–	Sell
2025 Q1	$813K	Sell
2024 Q4	$789K	Sell
2024 Q3	$707K	Sell
2024 Q2	$808K	Buy
2024 Q1	–	Sell
2023 Q4	$940K	Sell
2023 Q3	$767K	Buy