Trivium Point Advisory’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 | $4.02M | Buy |
44,105
+9,418
| +27% | +$859K | 0.44% | 59 |
|
|
2025
Q1 | $2.72M | Buy |
34,687
+27,862
| +408% | +$2.18M | 0.34% | 86 |
|
|
2024
Q4 | $505K | Buy |
6,825
+959
| +16% | +$71K | 0.06% | 223 |
|
|
2024
Q3 | $459K | Buy |
5,866
+691
| +13% | +$54.1K | 0.06% | 229 |
|
|
2024
Q2 | $381K | Buy |
+5,175
| New | +$381K | 0.06% | 229 |
|