Mondrian Investment Partners’s Charles Schwab SCHW Stock Holding History

Mondrian Investment Partners’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 Q3	$169M	Buy
2025 Q1	$146M	Sell
2024 Q4	$164M	Buy
2024 Q3	$120M	Buy
2024 Q2	$108M	Buy
2024 Q1	$107M	Buy
2023 Q4	$354K	Buy
2023 Q3	$201K	Buy