Manning & Napier Advisors’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
Q4
$9.75K Buy
2017
Q3
$62.6M Sell
2017
Q2
$63.1M Buy
2017
Q1
$4.92M Sell
2016
Q4
$5.2M Sell
2016
Q3
$5.2M Buy