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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Charles Schwab's SDOT Position: Q3 2024 in Review

Charles Schwab sold out of Sadot Group (SDOT) in Q3 2024, closing a stake of 14 shares — an estimated $10.6K sold.

Charles Schwab first reported a position in SDOT in Q2 2023 and held it in 5 quarters. The position peaked at $33K in Q2 2023. 15 funds tracked by Wall St. Rank hold SDOT as of Q3 2024.

  • Charles Schwab reported no remaining Sadot Group position as of Q3 2024 after selling out during the quarter.
  • Charles Schwab sold 14 Sadot Group shares in Q3 2024, an estimated $10.6K.
  • Charles Schwab first reported a position in Sadot Group in Q2 2023 and held it in 5 quarters.
  • Charles Schwab's Sadot Group position peaked at $33K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Sadot Group as of Q3 2024.

Based on Charles Schwab's 13F filing for Q3 2024, filed 12 Nov 2024.