Weiss Asset Management’s Charles Schwab SCHW Stock Holding History

Weiss Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$2.26M	Sell
2025 Q3	$2.21M	Buy
2025 Q1	–	Sell
2024 Q4	$223K	Buy
2020 Q1	–	Sell
2019 Q4	$241K	Sell
2019 Q3	$269K	Buy