Waterloo Capital’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 | $553K | Buy |
6,062
+656
| +12% | +$59.9K | 0.04% | 254 |
|
|
2025
Q1 | $423K | Buy |
5,406
+2,550
| +89% | +$200K | 0.04% | 272 |
|
|
2024
Q4 | $211K | Sell |
2,856
-464
| -14% | -$34.3K | 0.02% | 345 |
|
|
2024
Q3 | $215K | Sell |
3,320
-12,425
| -79% | -$805K | 0.02% | 334 |
|
|
2024
Q2 | $1.16M | Buy |
15,745
+2,456
| +18% | +$181K | 0.14% | 140 |
|
|
2024
Q1 | $961K | Buy |
13,289
+3,521
| +36% | +$255K | 0.12% | 155 |
|
|
2023
Q4 | $672K | Buy |
+9,768
| New | +$672K | 0.11% | 174 |
|