Verus Capital Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $314K | Buy |
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|
2025
Q3 | $280K | Sell |
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|
2025
Q2 | $271K | Buy |
|
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|
2025
Q1 | $204K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $236K | Buy |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | $35K | Buy |
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