Charles Schwab’s Chicago Atlantic Real Estate Finance REFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Buy |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $792K | Buy |
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|
2024
Q3 | $760K | Buy |
|
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|
2024
Q2 | $752K | Buy |
|
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|
2024
Q1 | $738K | Hold |
|
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|
2023
Q4 | $757K | Sell |
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|
2023
Q3 | $714K | Buy |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $168K | Sell |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $287K | Buy |
|