Resona Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53M | Buy |
581,823
+25,490
| +5% | +$2.32M | 0.26% | 74 |
|
|
2025
Q1 | $43.5M | Buy |
556,333
+78,665
| +16% | +$6.15M | 0.25% | 83 |
|
|
2024
Q4 | $35.4M | Buy |
477,668
+2,771
| +0.6% | +$205K | 0.21% | 93 |
|
|
2024
Q3 | $30.8M | Sell |
474,897
-5,947
| -1% | -$385K | 0.18% | 116 |
|
|
2024
Q2 | $35.4M | Sell |
480,844
-27,519
| -5% | -$2.03M | 0.21% | 93 |
|
|
2024
Q1 | $36.8M | Buy |
+508,363
| New | +$36.8M | 0.22% | 96 |
|