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SCS Capital Management’s Charles Schwab SCHW Stock Holding History

SCS Capital 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 		$1.33M Buy
14,574
+2,744
+23% +$250K 0.01% 257
2025
Q1 		$926K Buy
+11,830
New +$926K 0.01% 269