AlTi Global’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
127,626
+74,314
| +139% | +$6.79M | 0.29% | 47 |
|
|
2025
Q1 | $4.17M | Buy |
53,312
+695
| +1% | +$54.4K | 0.11% | 96 |
|
|
2024
Q4 | $3.92M | Buy |
52,617
+32,531
| +162% | +$2.42M | 0.09% | 103 |
|
|
2024
Q3 | $1.3M | Sell |
20,086
-797
| -4% | -$51.7K | 0.03% | 190 |
|
|
2024
Q2 | $1.54M | Sell |
20,883
-1,627
| -7% | -$120K | 0.04% | 172 |
|
|
2024
Q1 | $1.63M | Buy |
22,510
+1,085
| +5% | +$78.5K | 0.05% | 158 |
|
|
2023
Q4 | $1.47M | Buy |
+21,425
| New | +$1.47M | 0.05% | 156 |
|