Fidelis Capital Partners’s Charles Schwab SCHW Stock Holding History

Fidelis Capital Partners’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	$813K	Buy
2025 Q2	$782K	Buy
2025 Q1	$580K	Buy
2024 Q4	$544K	Buy
2024 Q3	$419K	Sell
2024 Q2	$395K	Sell
2024 Q1	$498K	Buy
2023 Q4	$407K	Buy
2023 Q3	–	Sell
2023 Q2	$208K	Buy