Jain Global’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.5M Sell
147,555
-30,733
-17% -$2.8M 0.1% 130
2025
Q1
$14M Buy
178,288
+148,135
+491% +$11.6M 0.17% 69
2024
Q4
$2.23M Buy
+30,153
New +$2.23M 0.07% 218