Newlands Management Operations’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
$305M Hold
2025
Q2
$292M Hold
2025
Q1
$250M Hold
2024
Q4
$237M Hold
2024
Q3
$207M Hold
2024
Q2
$236M Hold
2024
Q1
$231M Hold
2023
Q4
$220M Hold
2023
Q3
$175M Hold
2023
Q2
$181M Buy