Three Peaks 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
2020
Q3
Sell
-42,090
Closed -$1.42M 126
2020
Q2
$1.42M Buy
+42,090
New +$1.42M 0.52% 81
2019
Q1
Sell
-65,843
Closed -$2.73M 115
2018
Q4
$2.73M Buy
+65,843
New +$2.73M 0.86% 51