Nearwater Capital Markets’s Charles Schwab SCHW Stock Holding History

Nearwater Capital Markets’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
2026 Q1	–	Sell
2025 Q4	$72.1M	Sell
2025 Q3	$136M	Hold
2025 Q2	$130M	Buy
2025 Q1	$7.83M	Hold
2024 Q4	$7.4M	Buy