Cercano Management’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 | $37.3M | Sell |
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|
2025
Q2 | $67.5M | Sell |
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|
2025
Q1 | $88.9M | Hold |
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|
2024
Q4 | $84M | Hold |
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|
2024
Q3 | $73.6M | Buy |
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|
2024
Q2 | $83.6M | Sell |
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|
2024
Q1 | $86.3M | Buy |
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|
2023
Q4 | $78M | Sell |
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|
2023
Q3 | $80.5M | Sell |
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|
2023
Q2 | $92.8M | Buy |
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|
2023
Q1 | $48.5M | Buy |
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|
2022
Q4 | $70.5M | Buy |
|