QRG 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
Q3
$15.8M Buy
2025
Q2
$2.71M Buy
2025
Q1
$2.12M Buy
2024
Q4
$1.98M Buy
2024
Q3
$1.6M Sell
2024
Q2
$2.63M Sell
2024
Q1
$6.99M Buy
2023
Q4
$6.5M Buy
2023
Q3
$4.93M Buy