Charles Schwab’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
513,025
+53,327
| +12% | +$221K | ﹤0.01% | 2645 |
|
|
2025
Q1 | $1.4M | Sell |
459,698
-7,717
| -2% | -$23.5K | ﹤0.01% | 2731 |
|
|
2024
Q4 | $2.06M | Buy |
467,415
+34,798
| +8% | +$153K | ﹤0.01% | 2665 |
|
|
2024
Q3 | $1.62M | Buy |
432,617
+159,357
| +58% | +$596K | ﹤0.01% | 2771 |
|
|
2024
Q2 | $1.42M | Buy |
273,260
+69,725
| +34% | +$363K | ﹤0.01% | 2806 |
|
|
2024
Q1 | $1.15M | Buy |
203,535
+4,315
| +2% | +$24.4K | ﹤0.01% | 2748 |
|
|
2023
Q4 | $1.75M | Buy |
199,220
+16,772
| +9% | +$147K | ﹤0.01% | 2657 |
|
|
2023
Q3 | $1.27M | Buy |
182,448
+15,591
| +9% | +$109K | ﹤0.01% | 2719 |
|
|
2023
Q2 | $1.28M | Buy |
166,857
+48,655
| +41% | +$373K | ﹤0.01% | 2682 |
|
|
2023
Q1 | $1.48M | Buy |
+118,202
| New | +$1.48M | ﹤0.01% | 2603 |
|