BCM
Bayesian Capital Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
+67,000
| New | +$6.11M | 0.97% | 12 |
|
|
2025
Q1 | – | Sell |
-48,900
| Closed | -$3.62M | – | 922 |
|
|
2024
Q4 | $3.62M | Sell |
48,900
-52,200
| -52% | -$3.86M | 0.44% | 54 |
|
|
2024
Q3 | $6.55M | Sell |
101,100
-19,000
| -16% | -$1.23M | 0.77% | 18 |
|
|
2024
Q2 | $8.85M | Buy |
120,100
+45,100
| +60% | +$3.32M | 1.01% | 10 |
|
|
2024
Q1 | $5.43M | Buy |
75,000
+55,600
| +287% | +$4.02M | 0.52% | 40 |
|
|
2023
Q4 | $1.33M | Buy |
+19,400
| New | +$1.33M | 0.14% | 181 |
|
|
2021
Q3 | – | Sell |
-25,023
| Closed | -$1.82M | – | 512 |
|
|
2021
Q2 | $1.82M | Buy |
+25,023
| New | +$1.82M | 0.48% | 50 |
|
|
2020
Q3 | – | Sell |
-41,200
| Closed | -$1.39M | – | 669 |
|
|
2020
Q2 | $1.39M | Sell |
41,200
-9,957
| -19% | -$336K | 0.31% | 83 |
|
|
2020
Q1 | $1.72M | Sell |
51,157
-35,900
| -41% | -$1.21M | 0.37% | 52 |
|
|
2019
Q4 | $4.14M | Buy |
87,057
+69,396
| +393% | +$3.3M | 0.71% | 15 |
|
|
2019
Q3 | $739K | Buy |
17,661
+7,000
| +66% | +$293K | 0.14% | 202 |
|
|
2019
Q2 | $428K | Buy |
10,661
+1,400
| +15% | +$56.2K | 0.09% | 294 |
|
|
2019
Q1 | $396K | Buy |
+9,261
| New | +$396K | 0.08% | 342 |
|
|
2018
Q4 | – | Sell |
-23,400
| Closed | -$1.15M | – | 771 |
|
|
2018
Q3 | $1.15M | Sell |
23,400
-2,100
| -8% | -$103K | 0.19% | 147 |
|
|
2018
Q2 | $1.3M | Buy |
25,500
+19,200
| +305% | +$981K | 0.29% | 86 |
|
|
2018
Q1 | $329K | Buy |
+6,300
| New | +$329K | 0.08% | 372 |
|
|
2016
Q3 | – | Sell |
-10,200
| Closed | -$258K | – | 482 |
|
|
2016
Q2 | $258K | Buy |
+10,200
| New | +$258K | 0.15% | 264 |
|