Ramirez Asset Management’s Charles Schwab SCHW Stock Holding History

Ramirez Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$789K	Buy
2024 Q4	–	Sell
2024 Q3	$84.3K	Hold
2024 Q2	$95.8K	Hold
2024 Q1	$94K	Hold
2023 Q4	$89.4K	Buy
2023 Q3	$60.4K	Buy