JSSH
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J. Safra Sarasin Holding’s Charles Schwab SCHW Stock Holding History

J. Safra Sarasin Holding’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,190
Closed -$328K – 543
2025
Q1 		$328K Buy
4,190
+1,215
+41% +$95.1K 0.01% 443
2024
Q4 		$220K Buy
+2,975
New +$220K ﹤0.01% 452