Tran Capital Management’s Charles Schwab SCHW Stock Holding History

Tran Capital Management’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	$15.1M	Sell
2025 Q1	$14M	Sell
2024 Q4	$14.5M	Buy
2024 Q3	$12.6M	Sell
2024 Q2	$31M	Sell
2024 Q1	$31.3M	Buy
2023 Q4	$13M	Buy
2023 Q3	$7.09M	Buy