Viewpoint Capital Management’s Charles Schwab SCHW Stock Holding History

Viewpoint Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$477K	Hold
2025 Q2	$456K	Hold
2025 Q1	$391K	Hold
2024 Q4	$370K	Hold
2024 Q3	$322K	Hold
2024 Q2	$368K	Hold
2024 Q1	$362K	Hold
2023 Q4	$344K	Hold
2023 Q3	$275K	Hold
2023 Q2	$283K	Buy