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Generali Asset Management’s Charles Schwab SCHW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.4M Buy
124,726
+971
+0.8% +$88.6K 0.26% 82
2025
Q1
$9.69M Buy
123,755
+51,471
+71% +$4.03M 0.24% 94
2024
Q4
$5.35M Buy
+72,284
New +$5.35M 0.14% 153