Blueshift Asset 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
Q3 | – | Sell |
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|
2025
Q2 | $685K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $2.63M | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $5.63M | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $6.86M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.33M | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.3M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3.51M | Buy |
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|
2019
Q1 | $473K | Buy |
|