NFJ Investment Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.9M Sell
261,523
-8,906
-3% -$813K 0.83% 37
2025
Q1
$21.2M Buy
+270,429
New +$21.2M 0.71% 44