Charles Schwab
SDOT icon

Charles Schwab’s Sadot Group SDOT Stock Holding History

Charles Schwab’s Portfolio SDOT Stock Details SDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14
Closed -$10.6K – 3584
2024
Q2 		$10.6K Hold
14
– – ﹤0.01% 3612
2024
Q1 		$8.29K Hold
14
– – ﹤0.01% 3466
2023
Q4 		$11.1K Hold
14
– – ﹤0.01% 3522
2023
Q3 		$19.4K Hold
14
– – ﹤0.01% 3516
2023
Q2 		$33K Buy
+14
New +$34.8K ﹤0.01% 3486

Other funds holding SDOT

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return