Brave Asset Management’s Charles Schwab SCHW Stock Holding History

Brave 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
2026 Q2	$323K	Hold	3,505	–	–	0.07%	111
2026 Q1	$329K	Hold	3,505	–	–	0.08%	115
2025 Q4	$350K	Hold	3,505	–	–	0.08%	106
2025 Q3	$335K	Buy	3,505 +517	+17%	+$49.1K	0.08%	111
2025 Q2	$273K	Hold	2,988	–	–	0.07%	116
2025 Q1	$234K	Hold	2,988	–	–	0.07%	123
2024 Q4	$221K	Buy	+2,988	New	+$224K	0.07%	125
2024 Q3	–	Sell	-2,988	Closed	-$220K	–	176
2024 Q2	$220K	Hold	2,988	–	–	0.06%	123
2024 Q1	$216K	Hold	2,988	–	–	0.06%	126
2023 Q4	$206K	Buy	+2,988	New	+$173K	0.06%	128
2023 Q3	–	Sell	-5,200	Closed	-$295K	–	162
2023 Q2	$295K	Buy	+5,200	New	+$272K	0.09%	93
2023 Q1	–	Sell	-3,200	Closed	-$266K	–	160
2022 Q4	$266K	Hold	3,200	–	–	0.09%	101
2022 Q3	$230K	Hold	3,200	–	–	0.12%	104
2022 Q2	$202K	Hold	3,200	–	–	0.09%	124
2022 Q1	$270K	Hold	3,200	–	–	0.09%	109
2021 Q4	$269K	Hold	3,200	–	–	0.07%	114
2021 Q3	$233K	Hold	3,200	–	–	0.07%	119
2021 Q2	$233K	Hold	3,200	–	–	0.07%	125
2021 Q1	$209K	Sell	3,200 -800	-20%	-$48.5K	0.07%	130
2020 Q4	$212K	Buy	+4,000	New	+$181K	0.08%	124

Other funds holding SCHW

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM