Optas LLC’s Charles Schwab SCHW Stock Holding History

Optas LLC’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 Q3	$547K	Buy
2025 Q2	$494K	Buy
2025 Q1	$418K	Buy
2024 Q4	$348K	Buy
2024 Q3	$243K	Sell
2024 Q2	$311K	Buy
2024 Q1	$290K	Buy
2023 Q4	$267K	Buy