E Fund 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
Q2
$395K Sell
2025
Q1
$348K Buy
2024
Q4
$274K Buy
2023
Q1
Sell
2022
Q4
$244K Sell
2022
Q3
$222K Buy
2022
Q2
Sell
2022
Q1
$247K Sell
2021
Q4
$279K Buy
2021
Q3
$238K Buy