Longaeva Partners’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
$7.18M Sell
78,666
-480,634
-86% -$43.9M 1.47% 21
2025
Q1
$43.8M Buy
+559,300
New +$43.8M 24.79% 1