Mesirow Financial Investment Management’s Charles Schwab SCHW Stock Holding History

Mesirow Financial Investment 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	$12.6M	Sell
2025 Q1	$10.8M	Sell
2024 Q4	$10.3M	Buy
2024 Q3	$9M	Buy
2024 Q2	$10.2M	Buy
2024 Q1	$10M	Buy
2023 Q4	$9.04M	Buy