Charles Schwab’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $127K | Sell |
|
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|
2024
Q2 | $1.37M | Buy |
|
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|
2024
Q1 | $2.58M | Buy |
|
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|
2023
Q4 | $3.88M | Sell |
|
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|
2023
Q3 | $4.78M | Buy |
|
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|
2023
Q2 | $6.23M | Buy |
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|
2023
Q1 | $6.12M | Buy |
|
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|
2022
Q4 | $9.63M | Buy |
|
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|
2022
Q3 | $14M | Buy |
|
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|
2022
Q2 | $7.01M | Buy |
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $15.5M | Sell |
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|
2021
Q2 | $23.6M | Buy |
|