YANKCOM Partnership’s Charles Schwab SCHW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$138K Hold
1,516
0.07% 151
2025
Q1
$119K Buy
1,516
+76
+5% +$5.95K 0.07% 151
2024
Q4
$107K Buy
+1,440
New +$107K 0.06% 153