MAM
Martingale Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Sell |
291,176
-26,999
| -8% | -$2.46M | 0.65% | 37 |
|
|
2025
Q1 | $24.9M | Buy |
318,175
+207,730
| +188% | +$16.3M | 0.63% | 45 |
|
|
2024
Q4 | $8.17M | Buy |
110,445
+100,290
| +988% | +$7.42M | 0.2% | 131 |
|
|
2024
Q3 | $658K | Sell |
10,155
-29,048
| -74% | -$1.88M | 0.02% | 565 |
|
|
2024
Q2 | $2.89M | Buy |
+39,203
| New | +$2.89M | 0.06% | 215 |
|