Suvretta Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-604,204
Closed -$50.3M 107
2022
Q4
$50.3M Buy
+604,204
New +$50.3M 2.11% 21
2022
Q2
Sell
-982,790
Closed -$82.9M 99
2022
Q1
$82.9M Buy
+982,790
New +$82.9M 2.53% 14