Triumph Capital Management’s Charles Schwab SCHW Stock Holding History

Triumph Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$356K	Buy
2025 Q1	$285K	Sell
2024 Q4	$296K	Sell
2024 Q3	$724K	Buy
2024 Q2	–	Sell
2024 Q1	$221K	Sell
2023 Q4	$241K	Sell
2023 Q3	$320K	Sell
2023 Q2	$760K	Buy