Westend 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 | $10.4M | Buy |
+114,484
| New | +$10.4M | 3.22% | 17 |
|
|
2025
Q1 | – | Sell |
-45
| Closed | -$3.33K | – | 254 |
|
|
2024
Q4 | $3.33K | Hold |
45
| – | – | ﹤0.01% | 191 |
|
|
2024
Q3 | $2.92K | Hold |
45
| – | – | ﹤0.01% | 204 |
|
|
2024
Q2 | $3.3K | Sell |
45
-118
| -72% | -$8.66K | ﹤0.01% | 173 |
|
|
2024
Q1 | $11.8K | Buy |
+163
| New | +$11.8K | ﹤0.01% | 112 |
|