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Sompo Asset Management’s Charles Schwab SCHW Stock Holding History

Sompo Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$704K Hold
7,720
– – 0.12% 113
2025
Q1 		$604K Hold
7,720
– – 0.11% 121
2024
Q4 		$571K Sell
7,720
-1,230
-14% -$91K 0.1% 120
2024
Q3 		$580K Buy
+8,950
New +$580K 0.09% 129