Martingale Asset Management’s Charles Schwab SCHW Stock Holding History

Martingale Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$26.6M	Sell
2025 Q1	$24.9M	Buy
2024 Q4	$8.17M	Buy
2024 Q3	$658K	Sell
2024 Q2	$2.89M	Buy