Verus Capital Partners’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 | $271K | Buy |
2,973
+373
| +14% | +$34K | 0.02% | 344 |
|
|
2025
Q1 | $204K | Buy |
+2,600
| New | +$204K | 0.02% | 385 |
|
|
2024
Q3 | – | Sell |
-5,470
| Closed | -$403K | – | 408 |
|
|
2024
Q2 | $403K | Buy |
5,470
+2,212
| +68% | +$163K | 0.04% | 235 |
|
|
2024
Q1 | $236K | Buy |
3,258
+4
| +0.1% | +$289 | 0.03% | 309 |
|
|
2023
Q4 | $224K | Sell |
3,254
-1,000
| -24% | -$68.8K | 0.03% | 286 |
|
|
2023
Q3 | $234K | Sell |
4,254
-440
| -9% | -$24.2K | 0.03% | 256 |
|
|
2023
Q2 | $266K | Sell |
4,694
-1,685
| -26% | -$95.5K | 0.04% | 236 |
|
|
2023
Q1 | $334K | Buy |
+6,379
| New | +$334K | 0.05% | 212 |
|
|
2020
Q1 | $33K | Buy |
996
+265
| +36% | +$8.78K | 0.01% | 625 |
|
|
2019
Q4 | $35K | Buy |
+731
| New | +$35K | 0.01% | 707 |
|