MQS Management’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
Q3
$300K Buy
2025
Q2
$286K Buy
2024
Q4
Sell
2024
Q3
$489K Buy
2023
Q4
Sell
2023
Q3
$214K Buy
2022
Q3
Sell
2022
Q2
$332K Buy