Triumph 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 | $356K | Buy |
3,897
+250
| +7% | +$22.8K | 0.11% | 201 |
|
|
2025
Q1 | $285K | Sell |
3,647
-350
| -9% | -$27.4K | 0.1% | 220 |
|
|
2024
Q4 | $296K | Sell |
3,997
-7,177
| -64% | -$531K | 0.1% | 215 |
|
|
2024
Q3 | $724K | Buy |
+11,174
| New | +$724K | 0.26% | 98 |
|
|
2024
Q2 | – | Sell |
-3,048
| Closed | -$221K | – | 269 |
|
|
2024
Q1 | $221K | Sell |
3,048
-451
| -13% | -$32.6K | 0.09% | 203 |
|
|
2023
Q4 | $241K | Sell |
3,499
-2,328
| -40% | -$160K | 0.1% | 177 |
|
|
2023
Q3 | $320K | Sell |
5,827
-7,573
| -57% | -$416K | 0.15% | 145 |
|
|
2023
Q2 | $760K | Buy |
+13,400
| New | +$760K | 0.34% | 61 |
|