Azora Capital LP’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
Sell
2025
Q2
$46.3M Sell
2025
Q1
$127M Sell
2024
Q4
$128M Buy
2024
Q3
$12.1M Buy
2023
Q1
Sell
2022
Q4
$37M Buy
2020
Q1
Sell
2019
Q4
$46.2M Buy
2018
Q4
Sell
2018
Q3
$19.3M Buy