Patton Fund 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
Q3
$263K Hold
2025
Q2
$251K Buy
2024
Q3
Sell
2024
Q2
$4.97M Buy
2023
Q1
Sell
2022
Q4
$210K Buy