North Peak Capital 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
2025
Q2
$191M Sell
2025
Q1
$165M Buy
2024
Q4
$138M Sell
2024
Q3
$123M Buy
2024
Q2
$131M Sell
2024
Q1
$133M Sell
2023
Q4
$168M Buy
2023
Q3
$124M Buy
2023
Q2
$125M Buy