WrapManager Inc’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
$509K Buy
+5,584
New +$509K 0.12% 120
2018
Q4
Sell
-4,201
Closed -$206K 290
2018
Q3
$206K Buy
+4,201
New +$206K 0.07% 277