Crown Oak Advisors’s Charles Schwab SCHW Stock Holding History

Crown Oak Advisors’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
2025 Q3	$41.9M	Hold
2025 Q2	$41.9M	Buy
2025 Q1	$35.8M	Sell
2024 Q4	$33.9M	Buy
2024 Q3	$29.6M	Buy
2024 Q2	$33.7M	Buy
2024 Q1	$32.9M	Hold
2023 Q4	$31.3M	Buy