Convergence Investment Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2M | Buy |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.61M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $250K | Sell |
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|
2021
Q2 | $299K | Sell |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $229K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $104K | Buy |
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