Pictet Asset 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
$93.8M Sell
2025
Q1
$81M Buy
2024
Q4
$73.1M Buy
2024
Q3
$53.3M Buy
2024
Q2
$54.9M Buy
2024
Q1
$53.8M Sell
2023
Q4
$53.8M Buy
2023
Q3
$42.3M Buy