Mitsubishi UFJ Morgan Stanley Securities’s Charles Schwab SCHW Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$307K	Buy
2023 Q1	–	Sell
2022 Q4	$1K	Sell
2022 Q3	$1K	Hold
2022 Q2	$1K	Hold
2022 Q1	$2K	Buy
2014 Q4	$17K	Buy
2014 Q2	–	Sell
2014 Q1	$7K	Buy
2013 Q4	–	Sell
2013 Q3	$70K	Buy
2013 Q2	$17K	Buy