Delphi Management’s Charles Schwab SCHW Stock Holding History

Delphi 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
2024 Q4	–	Sell
2024 Q3	$839K	Sell
2024 Q2	$1.25M	Sell
2024 Q1	$1.23M	Buy
2023 Q4	$1.17M	Buy
2023 Q3	$925K	Buy
2023 Q2	$894K	Buy
2022 Q4	$1.43M	Buy