Sterling Capital Management’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
$185M Sell
2025
Q1
$170M Sell
2024
Q4
$167M Buy
2024
Q3
$145M Buy
2019
Q3
$46.5M Buy
2019
Q2
$27.1M Buy
2019
Q1
$1.16M Buy
2018
Q4
$977K Buy
2018
Q3
$284K Buy
2017
Q2
Sell
2017
Q1
$202K Buy