NEOS Investment Management’s Charles Schwab SCHW Stock Holding History

NEOS Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.6M	Buy
2025 Q1	$8.6M	Buy
2024 Q4	$6.56M	Buy
2024 Q3	$4.37M	Buy
2024 Q2	$3.95M	Buy
2024 Q1	$2.65M	Buy
2023 Q4	$1.45M	Buy
2023 Q3	$856K	Buy