AGF Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$754K Sell
2025
Q2
$1.48M Hold
2025
Q1
$1.27M Buy
2023
Q1
Sell
2022
Q4
$70.8M Buy