Vinva Investment 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 | $10.3M | Buy |
114,881
+28,045
| +32% | +$2.52M | 0.27% | 94 |
|
|
2025
Q1 | $6.76M | Buy |
86,836
+13,904
| +19% | +$1.08M | 0.27% | 95 |
|
|
2024
Q4 | $5.39M | Buy |
72,932
+26,104
| +56% | +$1.93M | 0.21% | 118 |
|
|
2024
Q3 | $3.02M | Sell |
46,828
-2,765
| -6% | -$178K | 0.13% | 178 |
|
|
2024
Q2 | $3.65M | Buy |
49,593
+7,711
| +18% | +$567K | 0.18% | 129 |
|
|
2024
Q1 | $3.03M | Sell |
41,882
-8,732
| -17% | -$632K | 0.17% | 148 |
|
|
2023
Q4 | $3.52M | Buy |
50,614
+7,542
| +18% | +$525K | 0.24% | 106 |
|
|
2023
Q3 | $2.35M | Buy |
43,072
+293
| +0.7% | +$16K | 0.22% | 112 |
|
|
2023
Q2 | $2.44M | Sell |
42,779
-6,120
| -13% | -$350K | 0.21% | 124 |
|
|
2023
Q1 | $2.57M | Buy |
+48,899
| New | +$2.57M | 0.21% | 120 |
|