YCM
Yousif Capital Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Sell |
211,364
-1,309
| -0.6% | -$119K | 0.21% | 82 |
|
|
2025
Q1 | $16.6M | Buy |
212,673
+20,200
| +10% | +$1.58M | 0.19% | 92 |
|
|
2024
Q4 | $14.2M | Sell |
192,473
-6,537
| -3% | -$484K | 0.16% | 109 |
|
|
2024
Q3 | $12.9M | Sell |
199,010
-1,454
| -0.7% | -$94.2K | 0.14% | 134 |
|
|
2024
Q2 | $14.8M | Sell |
200,464
-1,478
| -0.7% | -$109K | 0.17% | 107 |
|
|
2024
Q1 | $14.6M | Buy |
201,942
+2,640
| +1% | +$191K | 0.16% | 111 |
|
|
2023
Q4 | $13.7M | Sell |
199,302
-8,592
| -4% | -$591K | 0.16% | 114 |
|
|
2023
Q3 | $11.4M | Sell |
207,894
-6,595
| -3% | -$362K | 0.15% | 135 |
|
|
2023
Q2 | $12.2M | Sell |
214,489
-3,535
| -2% | -$200K | 0.15% | 128 |
|
|
2023
Q1 | $11.4M | Sell |
218,024
-9,377
| -4% | -$491K | 0.15% | 131 |
|
|
2022
Q4 | $18.9M | Buy |
227,401
+7,939
| +4% | +$661K | 0.25% | 72 |
|
|
2022
Q3 | $15.8M | Sell |
219,462
-1,954
| -0.9% | -$140K | 0.22% | 72 |
|
|
2022
Q2 | $14M | Sell |
221,416
-3,655
| -2% | -$231K | 0.18% | 90 |
|
|
2022
Q1 | $19M | Buy |
225,071
+1,197
| +0.5% | +$101K | 0.21% | 80 |
|
|
2021
Q4 | $18.8M | Buy |
+223,874
| New | +$18.8M | 0.19% | 83 |
|