Wynn 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 | $2.54M | Buy |
27,867
+124
| +0.4% | +$11.3K | 1.36% | 19 |
|
|
2025
Q1 | $2.17M | Buy |
27,743
+95
| +0.3% | +$7.44K | 1.29% | 20 |
|
|
2024
Q4 | $2.05M | Buy |
27,648
+295
| +1% | +$21.8K | 1.29% | 20 |
|
|
2024
Q3 | $1.77M | Buy |
27,353
+1,440
| +6% | +$93.3K | 1.16% | 24 |
|
|
2024
Q2 | $1.91M | Buy |
25,913
+540
| +2% | +$39.8K | 1.41% | 20 |
|
|
2024
Q1 | $1.84M | Sell |
25,373
-280
| -1% | -$20.3K | 1.42% | 21 |
|
|
2023
Q4 | $1.76M | Buy |
+25,653
| New | +$1.76M | 1.44% | 21 |
|