1M
SCHW icon

1248 Management’s Charles Schwab SCHW Stock Holding History

1248 Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.55M Hold
93,729
– – 3.16% 9
2025
Q1 		$7.34M Hold
93,729
– – 3.14% 9
2024
Q4 		$6.94M Buy
+93,729
New +$6.94M 2.99% 9