MYDA Advisors’s Charles Schwab SCHW Stock Holding History

MYDA Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,000	Closed	-$592K	–	184
2024 Q4	$592K	Buy	+8,000	New	+$599K	0.15%	88
2024 Q1	–	Sell	-24,000	Closed	-$1.65M	–	144
2023 Q4	$1.65M	Buy	+24,000	New	+$1.39M	0.55%	42
2023 Q2	–	Sell	-12,000	Closed	-$629K	–	158
2023 Q1	$629K	Sell	12,000 -8,000	-40%	-$586K	0.24%	66
2022 Q4	$1.67M	Sell	20,000 -1,000	-5%	-$77.6K	1.03%	31
2022 Q3	$1.51M	Buy	+21,000	New	+$1.46M	0.71%	43

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MYDA Advisors's SCHW Position: Q1 2025 in Review

MYDA Advisors sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 8,000 shares — an estimated $592K sold.

MYDA Advisors first reported a position in SCHW in Q3 2022 and held it in 5 quarters. The position peaked at $1.67M in Q4 2022. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

MYDA Advisors reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
MYDA Advisors sold 8,000 Charles Schwab shares in Q1 2025, an estimated $592K.
MYDA Advisors first reported a position in Charles Schwab in Q3 2022 and held it in 5 quarters.
MYDA Advisors's Charles Schwab position peaked at $1.67M in Q4 2022.
2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on MYDA Advisors's 13F filing for Q1 2025, filed 14 May 2025.