TFM
TPI Fund Managers’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $15.3M | Buy |
242,153
+5,881
| +2% | +$372K | 2.56% | 17 |
|
|
2022
Q1 | $19.9M | Sell |
236,272
-22,330
| -9% | -$1.88M | 2.56% | 15 |
|
|
2021
Q4 | $21.7M | Sell |
258,602
-58,616
| -18% | -$4.93M | 2.68% | 13 |
|
|
2021
Q3 | $23.1M | Buy |
317,218
+46,090
| +17% | +$3.36M | 3.12% | 13 |
|
|
2021
Q2 | $19.7M | Buy |
271,128
+43,968
| +19% | +$3.2M | 2.72% | 15 |
|
|
2021
Q1 | $14.8M | Buy |
+227,160
| New | +$14.8M | 2.31% | 21 |
|