Mitsubishi UFJ Asset Management (UK)’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
Q2
$1.73M Buy
2025
Q1
$939K Buy
2024
Q4
$740K Buy
2023
Q1
Sell
2022
Q4
$2.5M Hold
2022
Q3
$2.16M Hold
2022
Q2
$1.9M Hold
2022
Q1
$2.53M Buy
2021
Q4
$1.26M Hold
2021
Q3
$1.09M Buy