Aigen Investment Management’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
Q4 | – | Sell |
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|
2025
Q3 | $5.45M | Sell |
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|
2025
Q2 | $5.55M | Buy |
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|
2025
Q1 | $2.46M | Sell |
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|
2024
Q4 | $2.47M | Buy |
|
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $341K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.67M | Buy |
|
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|
2022
Q1 | $654K | Sell |
|
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|
2021
Q4 | $1.87M | Buy |
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|
2021
Q3 | $658K | Sell |
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|
2021
Q2 | $1.24M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.83M | Buy |
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|
2019
Q4 | $249K | Buy |
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