TwinBeech Capital’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 | $755K | Buy |
+8,272
| New | +$755K | 0.02% | 452 |
|
|
2025
Q1 | – | Sell |
-2,948
| Closed | -$218K | – | 944 |
|
|
2024
Q4 | $218K | Buy |
+2,948
| New | +$218K | ﹤0.01% | 552 |
|
|
2023
Q2 | – | Sell |
-239,139
| Closed | -$12.5M | – | 827 |
|
|
2023
Q1 | $12.5M | Buy |
+239,139
| New | +$12.5M | 0.25% | 130 |
|
|
2021
Q3 | – | Sell |
-120,195
| Closed | -$8.75M | – | 738 |
|
|
2021
Q2 | $8.75M | Buy |
120,195
+7,745
| +7% | +$564K | 1.06% | 11 |
|
|
2021
Q1 | $7.33M | Buy |
+112,450
| New | +$7.33M | 1.07% | 7 |
|