Viewpoint Capital Management’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 | $456K | Hold |
5,000
| – | – | 0.22% | 69 |
|
|
2025
Q1 | $391K | Hold |
5,000
| – | – | 0.21% | 77 |
|
|
2024
Q4 | $370K | Hold |
5,000
| – | – | 0.19% | 77 |
|
|
2024
Q3 | $322K | Hold |
5,000
| – | – | 0.18% | 84 |
|
|
2024
Q2 | $368K | Hold |
5,000
| – | – | 0.23% | 72 |
|
|
2024
Q1 | $362K | Hold |
5,000
| – | – | 0.23% | 74 |
|
|
2023
Q4 | $344K | Hold |
5,000
| – | – | 0.24% | 71 |
|
|
2023
Q3 | $275K | Hold |
5,000
| – | – | 0.22% | 71 |
|
|
2023
Q2 | $283K | Buy |
+5,000
| New | +$283K | 0.22% | 75 |
|