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Scharf Investments’s Charles Schwab SCHW Stock Holding History

Scharf Investments’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 		– Sell
-14,765
Closed -$1.16M – 71
2025
Q1 		$1.16M Hold
14,765
– – 0.03% 48
2024
Q4 		$1.09M Buy
+14,765
New +$1.09M 0.03% 49