Wedge 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 | $277K | Sell |
3,032
-241
| -7% | -$22K | ﹤0.01% | 493 |
|
|
2025
Q1 | $256K | Buy |
+3,273
| New | +$256K | 0.01% | 499 |
|
|
2024
Q2 | – | Sell |
-2,983
| Closed | -$216K | – | 511 |
|
|
2024
Q1 | $216K | Buy |
2,983
+32
| +1% | +$2.32K | ﹤0.01% | 488 |
|
|
2023
Q4 | $203K | Buy |
+2,951
| New | +$203K | ﹤0.01% | 483 |
|
|
2023
Q1 | – | Sell |
-3,191
| Closed | -$266K | – | 447 |
|
|
2022
Q4 | $266K | Buy |
+3,191
| New | +$266K | ﹤0.01% | 367 |
|
|
2022
Q1 | – | Sell |
-2,837
| Closed | -$239K | – | 443 |
|
|
2021
Q4 | $239K | Buy |
+2,837
| New | +$239K | ﹤0.01% | 375 |
|
|
2021
Q3 | – | Sell |
-3,156
| Closed | -$230K | – | 420 |
|
|
2021
Q2 | $230K | Sell |
3,156
-275
| -8% | -$20K | ﹤0.01% | 368 |
|
|
2021
Q1 | $224K | Buy |
+3,431
| New | +$224K | ﹤0.01% | 486 |
|