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
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