iSAM Funds (UK)’s Charles Schwab SCHW Stock Holding History

iSAM Funds (UK)’s Portfolio SCHW Stock Details SCHW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$669K	Sell
2025 Q3	$787K	Sell
2025 Q2	$861K	Buy
2025 Q1	$526K	Buy
2024 Q4	$349K	Sell
2024 Q3	$344K	Buy
2024 Q2	–	Sell
2024 Q1	$1.83M	Buy