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Bryn Mawr Capital Management’s Charles Schwab SCHW Stock Holding History

Bryn Mawr Capital 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 		$501K Buy
5,489
+107
+2% +$9.76K 0.03% 272
2025
Q1 		$421K Buy
5,382
+576
+12% +$45.1K 0.03% 276
2024
Q4 		$356K Buy
+4,806
New +$356K 0.02% 325