University of Texas/Texas AM Investment Management Co (UTIMCO)’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
$4.08M Buy
2025
Q1
$169K Buy
2021
Q4
Sell
2021
Q3
$26K Buy