Jump Financial’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 | $8.56M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $19.4M | Sell |
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|
2024
Q3 | $22.1M | Buy |
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|
2024
Q2 | $4.72M | Buy |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.3M | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $3.29M | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.55M | Buy |
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|
2020
Q3 | $565K | Buy |
|