Universal-Beteiligungs- und Servicegesellschaft’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106M Sell
1,162,782
-18,781
-2% -$1.71M 0.19% 103
2025
Q1
$92.5M Buy
1,181,563
+68,858
+6% +$5.39M 0.18% 116
2024
Q4
$82.4M Buy
+1,112,705
New +$82.4M 0.16% 126