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Veritas Asset Management’s Charles Schwab SCHW Stock Holding History

Veritas Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$203M Sell
2,223,011
-70,462
-3% -$6.43M 2.03% 16
2025
Q1 		$180M Sell
2,293,473
-214,963
-9% -$16.8M 1.81% 17
2024
Q4 		$186M Buy
+2,508,436
New +$186M 1.73% 17