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Bayview Asset Management’s Charles Schwab SCHW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
17,250
+6,744
+64% +$615K 0.6% 18
2025
Q1
$822K Buy
+10,506
New +$822K 0.35% 28
2024
Q4
Sell
-10,000
Closed -$648K 34
2024
Q3
$648K Buy
+10,000
New +$648K 0.2% 19