Sculptor Capital’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
Q2
Sell
2025
Q1
$12M Buy
2015
Q4
Sell
2015
Q3
$3K Buy
2015
Q1
Sell
2014
Q4
$763K Sell
2014
Q3
$1.11M Sell
2014
Q2
$1.25M Sell
2014
Q1
$1.87M Sell
2013
Q4
$4.75M Buy
2013
Q3
$1.64M Buy
2013
Q2
$238K Buy