Autus Asset Management’s Charles Schwab SCHW Stock Holding History

Autus Asset 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
2022 Q4	$249K	Hold
2022 Q3	$215K	Buy
2022 Q2	–	Sell
2022 Q1	$251K	Sell
2021 Q4	$273K	Hold
2021 Q3	$236K	Sell
2021 Q2	$257K	Sell
2021 Q1	$234K	Buy