NEOS Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.5M | Buy |
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|
2025
Q4 | $22.7M | Buy |
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|
2025
Q3 | $19.6M | Buy |
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|
2025
Q2 | $12.6M | Buy |
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|
2025
Q1 | $8.6M | Buy |
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|
2024
Q4 | $6.56M | Buy |
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|
2024
Q3 | $4.37M | Buy |
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|
2024
Q2 | $3.95M | Buy |
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|
2024
Q1 | $2.65M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $856K | Buy |
|