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Auxier Asset Management’s Charles Schwab SCHW Stock Holding History

Auxier Asset 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 		$625K Hold
6,850
– – 0.09% 116
2025
Q1 		$536K Hold
6,850
– – 0.08% 121
2024
Q4 		$507K Sell
6,850
-1,200
-15% -$88.8K 0.08% 123
2024
Q3 		$522K Buy
+8,050
New +$522K 0.08% 125