Resona 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
Q3
$53M Sell
2025
Q2
$53M Buy
2025
Q1
$43.5M Buy
2024
Q4
$35.4M Buy
2024
Q3
$30.8M Sell
2024
Q2
$35.4M Sell
2024
Q1
$36.8M Buy