Seaview Investment Managers’s Charles Schwab SCHW Stock Holding History

Seaview Investment Managers’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$8.03M	Buy
2023 Q4	–	Sell
2023 Q3	$295K	Sell
2023 Q2	$5.7M	Buy
2023 Q1	$4.65M	Buy
2022 Q4	$6.8M	Sell
2022 Q3	$7.22M	Buy
2022 Q2	$6.23M	Buy
2020 Q4	–	Sell
2020 Q3	$9K	Buy