Linden Thomas Advisory Services’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
Q3
$256K Sell
2025
Q2
$248K Sell
2025
Q1
$255K Buy
2024
Q4
$237K Sell
2024
Q3
$210K Buy
2024
Q2
$224K Buy
2024
Q1
$212K Buy