Zacks Investment Management’s Charles Schwab SCHW Stock Holding History

Zacks Investment 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
2025 Q3	$531K	Buy
2024 Q3	–	Sell
2024 Q2	$249K	Buy
2024 Q1	–	Sell
2023 Q4	$317K	Buy
2022 Q2	–	Sell
2022 Q1	$4.92M	Buy
2017 Q1	–	Sell
2016 Q4	$327K	Buy