Sepio Capital’s Charles Schwab SCHW Stock Holding History

Sepio Capital’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.39M	Sell
2025 Q1	$2.94M	Sell
2024 Q4	$3.32M	Sell
2024 Q3	$3.16M	Sell
2024 Q2	$3.67M	Sell
2024 Q1	$4.13M	Sell
2023 Q4	$3.99M	Sell
2023 Q3	$4.04M	Sell
2023 Q2	$4.35M	Buy
2023 Q1	$1.84M	Buy