Yarbrough 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 | $498K | Hold |
5,454
| – | – | 0.02% | 129 |
|
|
2025
Q1 | $427K | Hold |
5,454
| – | – | 0.02% | 144 |
|
|
2024
Q4 | $404K | Hold |
5,454
| – | – | 0.02% | 144 |
|
|
2024
Q3 | $353K | Hold |
5,454
| – | – | 0.01% | 168 |
|
|
2024
Q2 | $402K | Hold |
5,454
| – | – | 0.02% | 147 |
|
|
2024
Q1 | $395K | Buy |
+5,454
| New | +$395K | 0.02% | 157 |
|