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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.55M	Hold
2025 Q1	$7.34M	Hold
2024 Q4	$6.94M	Buy