Axiom 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $303K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $645K | Buy |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $556K | Sell |
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|
2021
Q1 | $757K | Buy |
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|
2020
Q4 | $676 | Sell |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $449K | Buy |
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|
2019
Q1 | $460K | Buy |
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