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S-Bank Fund Management’s Charles Schwab SCHW Stock Holding History

S-Bank Fund Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Sell
16,267
-1,357
-8% -$124K 0.22% 86
2025
Q1 		$1.38M Buy
+17,624
New +$1.38M 0.26% 77