Fullerton 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
Q4
$969K Buy
2023
Q1
Sell
2022
Q4
$36.8M Sell
2022
Q3
$41M Buy
2022
Q2
$26.6M Sell
2022
Q1
$44.2M Buy
2021
Q4
$1.59M Buy