Charles Schwab
SACH

Charles Schwab’s Sachem Capital Corp SACH Stock Holding History

Charles Schwab’s Portfolio SACH Stock Details SACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,351
Closed -$41.2K – 3512
2024
Q3 		$41.2K Hold
16,351
– – ﹤0.01% 3432
2024
Q2 		$42.3K Hold
16,351
– – ﹤0.01% 3526
2024
Q1 		$72.9K Hold
16,351
– – ﹤0.01% 3336
2023
Q4 		$61.2K Hold
16,351
– – ﹤0.01% 3385
2023
Q3 		$57.7K Hold
16,351
– – ﹤0.01% 3396
2023
Q2 		$57.1K Hold
16,351
– – ﹤0.01% 3405
2023
Q1 		$60.8K Hold
16,351
– – ﹤0.01% 3316
2022
Q4 		$54K Hold
16,351
– – ﹤0.01% 3340
2022
Q3 		$55K Hold
16,351
– – ﹤0.01% 3308
2022
Q2 		$67K Hold
16,351
– – ﹤0.01% 3346
2022
Q1 		$84K Buy
+16,351
New +$86.7K ﹤0.01% 3446

Other funds holding SACH

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab's SACH Position: Q4 2024 in Review

Charles Schwab sold out of Sachem Capital Corp (SACH) in Q4 2024, closing a stake of 16,351 shares — an estimated $41.2K sold.

Charles Schwab first reported a position in SACH in Q1 2022 and held it in 11 quarters. The position peaked at $84K in Q1 2022. 55 funds tracked by Wall St. Rank hold SACH as of Q4 2024.

  • Charles Schwab reported no remaining Sachem Capital Corp position as of Q4 2024 after selling out during the quarter.
  • Charles Schwab sold 16,351 Sachem Capital Corp shares in Q4 2024, an estimated $41.2K.
  • Charles Schwab first reported a position in Sachem Capital Corp in Q1 2022 and held it in 11 quarters.
  • Charles Schwab's Sachem Capital Corp position peaked at $84K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q4 2024.

Based on Charles Schwab's 13F filing for Q4 2024, filed 6 Feb 2025.