AIM
Aigen Investment Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
60,864
+29,470
| +94% | +$2.69M | 0.76% | 8 |
|
|
2025
Q1 | $2.46M | Sell |
31,394
-1,923
| -6% | -$151K | 0.39% | 55 |
|
|
2024
Q4 | $2.47M | Buy |
33,317
+3,744
| +13% | +$277K | 0.43% | 46 |
|
|
2024
Q3 | $1.92M | Buy |
+29,573
| New | +$1.92M | 0.38% | 51 |
|
|
2024
Q2 | – | Sell |
-4,719
| Closed | -$341K | – | 986 |
|
|
2024
Q1 | $341K | Buy |
+4,719
| New | +$341K | 0.07% | 393 |
|
|
2022
Q3 | – | Sell |
-58,072
| Closed | -$3.67M | – | 740 |
|
|
2022
Q2 | $3.67M | Buy |
58,072
+50,310
| +648% | +$3.18M | 0.62% | 38 |
|
|
2022
Q1 | $654K | Sell |
7,762
-14,323
| -65% | -$1.21M | 0.11% | 238 |
|
|
2021
Q4 | $1.87M | Buy |
22,085
+13,055
| +145% | +$1.1M | 0.11% | 236 |
|
|
2021
Q3 | $658K | Sell |
9,030
-8,021
| -47% | -$584K | 0.13% | 210 |
|
|
2021
Q2 | $1.24M | Buy |
+17,051
| New | +$1.24M | 0.22% | 129 |
|
|
2020
Q2 | – | Sell |
-54,423
| Closed | -$1.83M | – | 1226 |
|
|
2020
Q1 | $1.83M | Buy |
54,423
+49,182
| +938% | +$1.65M | 0.24% | 99 |
|
|
2019
Q4 | $249K | Buy |
+5,241
| New | +$249K | 0.04% | 490 |
|