Corda Investment Management’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
Q2 | $54.4M | Sell |
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|
2025
Q1 | $47.6M | Sell |
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|
2024
Q4 | $45.6M | Sell |
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|
2024
Q3 | $40.9M | Sell |
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|
2024
Q2 | $46.8M | Sell |
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|
2024
Q1 | $47M | Sell |
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|
2023
Q4 | $44.9M | Sell |
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|
2023
Q3 | $36.2M | Buy |
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|
2023
Q2 | $36.9M | Buy |
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|
2023
Q1 | $30.8M | Buy |
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|
2022
Q4 | $35.5M | Sell |
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|
2022
Q3 | $31.1M | Sell |
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|
2022
Q2 | $27.5M | Buy |
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|
2022
Q1 | $24.4M | Sell |
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|
2021
Q4 | $24.9M | Sell |
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|
2021
Q3 | $21.9M | Sell |
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|
2021
Q2 | $22.3M | Sell |
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|
2021
Q1 | $20.4M | Sell |
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|
2020
Q4 | $16.9M | Sell |
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|
2020
Q3 | $11.7M | Buy |
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|
2020
Q2 | $10.3M | Buy |
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|
2020
Q1 | $9.84M | Buy |
|