Charles Schwab’s Federal Agricultural Mortgage AGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48M | Buy |
323,589
+215,856
| +200% | +$35.3M | 0.01% | 1177 |
|
|
2025
Q4 | $18.9M | Buy |
107,733
+1,654
| +2% | +$278K | ﹤0.01% | 1780 |
|
|
2025
Q3 | $17.8M | Buy |
106,079
+381
| +0.4% | +$71.3K | ﹤0.01% | 1797 |
|
|
2025
Q2 | $20.5M | Sell |
105,698
-555
| -0.5% | -$102K | ﹤0.01% | 1657 |
|
|
2025
Q1 | $19.9M | Buy |
106,253
+4,963
| +5% | +$974K | ﹤0.01% | 1645 |
|
|
2024
Q4 | $19.9M | Sell |
101,290
-6,204
| -6% | -$1.23M | ﹤0.01% | 1700 |
|
|
2024
Q3 | $20.1M | Buy |
107,494
+6,444
| +6% | +$1.23M | ﹤0.01% | 1689 |
|
|
2024
Q2 | $18.3M | Buy |
101,050
+4,137
| +4% | +$747K | ﹤0.01% | 1735 |
|
|
2024
Q1 | $19.1M | Sell |
96,913
-142,030
| -59% | -$26.4M | ﹤0.01% | 1640 |
|
|
2023
Q4 | $45.7M | Sell |
238,943
-1,162
| -0.5% | -$189K | 0.01% | 1040 |
|
|
2023
Q3 | $37M | Sell |
240,105
-14,888
| -6% | -$2.41M | 0.01% | 1097 |
|
|
2023
Q2 | $36.7M | Buy |
254,993
+22,562
| +10% | +$3.09M | 0.01% | 1087 |
|
|
2023
Q1 | $31M | Sell |
232,431
-9,341
| -4% | -$1.23M | 0.01% | 1158 |
|
|
2022
Q4 | $27.3M | Buy |
241,772
+16,706
| +7% | +$1.92M | 0.01% | 1208 |
|
|
2022
Q3 | $22.3M | Buy |
225,066
+12,071
| +6% | +$1.28M | 0.01% | 1289 |
|
|
2022
Q2 | $20.8M | Buy |
212,995
+8,532
| +4% | +$877K | 0.01% | 1382 |
|
|
2022
Q1 | $22.2M | Buy |
204,463
+7,994
| +4% | +$977K | 0.01% | 1466 |
|
|
2021
Q4 | $24.3M | Buy |
196,469
+16,310
| +9% | +$2.01M | 0.01% | 1422 |
|
|
2021
Q3 | $19.6M | Buy |
180,159
+20,284
| +13% | +$2.01M | 0.01% | 1602 |
|
|
2021
Q2 | $15.8M | Buy |
159,875
+13,133
| +9% | +$1.33M | 0.01% | 1743 |
|
|
2021
Q1 | $14.8M | Sell |
146,742
-5,677
| -4% | -$490K | 0.01% | 1737 |
|
|
2020
Q4 | $11.3M | Buy |
152,419
+473
| +0.3% | +$32.9K | ﹤0.01% | 1788 |
|
|
2020
Q3 | $9.67M | Buy |
151,946
+9,164
| +6% | +$592K | ﹤0.01% | 1721 |
|
|
2020
Q2 | $9.14M | Buy |
142,782
+75,478
| +112% | +$4.68M | ﹤0.01% | 1710 |
|
|
2020
Q1 | $3.75M | Buy |
67,304
+8,062
| +14% | +$573K | ﹤0.01% | 1972 |
|
|
2019
Q4 | $4.95M | Buy |
59,242
+2,046
| +4% | +$170K | ﹤0.01% | 2018 |
|
|
2019
Q3 | $4.67M | Buy |
57,196
+2,510
| +5% | +$197K | ﹤0.01% | 1996 |
|
|
2019
Q2 | $3.97M | Buy |
54,686
+456
| +0.8% | +$33.6K | ﹤0.01% | 2081 |
|
|
2019
Q1 | $3.93M | Sell |
54,230
-32,660
| -38% | -$2.38M | ﹤0.01% | 2092 |
|
|
2018
Q4 | $5.25M | Buy |
86,890
+2,631
| +3% | +$175K | ﹤0.01% | 1884 |
|
|
2018
Q3 | $6.08M | Buy |
84,259
+19,165
| +29% | +$1.63M | ﹤0.01% | 1936 |
|
|
2018
Q2 | $5.83M | Sell |
65,094
-21,054
| -24% | -$1.89M | ﹤0.01% | 1916 |
|
|
2018
Q1 | $7.5M | Sell |
86,148
-8,457
| -9% | -$686K | 0.01% | 1694 |
|
|
2017
Q4 | $7.4M | Buy |
94,605
+2,576
| +3% | +$191K | 0.01% | 1681 |
|
|
2017
Q3 | $6.7M | Sell |
92,029
-6,039
| -6% | -$408K | 0.01% | 1721 |
|
|
2017
Q2 | $6.34M | Sell |
98,068
-15,783
| -14% | -$955K | 0.01% | 1666 |
|
|
2017
Q1 | $6.55M | Sell |
113,851
-440
| -0.4% | -$25.4K | 0.01% | 1596 |
|
|
2016
Q4 | $6.55M | Sell |
114,291
-32,626
| -22% | -$1.59M | 0.01% | 1560 |
|
|
2016
Q3 | $5.8M | Buy |
146,917
+1,117
| +0.8% | +$43.8K | 0.01% | 1544 |
|
|
2016
Q2 | $5.08M | Buy |
145,800
+57,628
| +65% | +$2.14M | 0.01% | 1543 |
|
|
2016
Q1 | $3.33M | Buy |
88,172
+9,941
| +13% | +$323K | ﹤0.01% | 1759 |
|
|
2015
Q4 | $2.47M | Sell |
78,231
-3,892
| -5% | -$117K | ﹤0.01% | 1966 |
|
|
2015
Q3 | $2.13M | Buy |
82,123
+13,335
| +19% | +$352K | ﹤0.01% | 2034 |
|
|
2015
Q2 | $2M | Sell |
68,788
-38,259
| -36% | -$1.21M | ﹤0.01% | 2100 |
|
|
2015
Q1 | $3.02M | Buy |
107,047
+8,030
| +8% | +$238K | ﹤0.01% | 1833 |
|
|
2014
Q4 | $3M | Buy |
99,017
+70,781
| +251% | +$2.17M | ﹤0.01% | 1781 |
|
|
2014
Q3 | $908K | Buy |
28,236
+3,010
| +12% | +$94.7K | ﹤0.01% | 2344 |
|
|
2014
Q2 | $785K | Sell |
25,226
-192
| -0.8% | -$6.29K | ﹤0.01% | 2433 |
|
|
2014
Q1 | $846K | Buy |
25,418
+720
| +3% | +$22.7K | ﹤0.01% | 2371 |
|
|
2013
Q4 | $846K | Buy |
24,698
+864
| +4% | +$29.9K | ﹤0.01% | 2347 |
|
|
2013
Q3 | $810K | Buy |
23,834
+1,164
| +5% | +$37.8K | ﹤0.01% | 2317 |
|
|
2013
Q2 | $659K | Buy |
+22,670
| New | +$688K | ﹤0.01% | 2384 |
|
Other funds holding AGM
VCM
