Charles Schwab

Charles Schwab’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Charles Schwab’s Portfolio BTRS Stock Details BTRS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$6.1M	Buy
2022 Q2	$2.97M	Buy
2022 Q1	$4.42M	Buy
2021 Q4	$3.97M	Buy
2021 Q3	$5.17M	Buy
2021 Q2	$5.15M	Buy
2021 Q1	$4.06M	Buy