VIA
SCHW icon

Victrix Investment Advisors’s Charles Schwab SCHW Stock Holding History

Victrix Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.92M Sell
42,936
-312
-0.7% -$28.5K 1.73% 23
2025
Q1 		$3.24M Sell
43,248
-641
-1% -$48K 1.7% 23
2024
Q4 		$3.25M Buy
+43,889
New +$3.25M 2.34% 16