Aljian Capital Management’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	$446K	Buy	4,883 +5	+0.1%	+$456	0.1%	88
2025 Q1	$382K	Buy	4,878 +7	+0.1%	+$548	0.09%	95
2024 Q4	$361K	Buy	4,871 +5	+0.1%	+$370	0.08%	94
2024 Q3	$315K	Buy	+4,866	New	+$315K	0.07%	100