Eschler Asset 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
Sell
2025
Q1
$810K Sell
2024
Q4
$794K Buy
2024
Q3
$670K Hold
2024
Q2
$762K Buy
2024
Q1
Sell
2023
Q4
$935K Buy