Neo Ivy Capital 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
Q1
Sell
2024
Q4
$532K Buy
2021
Q4
Sell
2021
Q3
$557K Buy
2020
Q3
Sell
2020
Q2
$557K Buy
2020
Q1
Sell
2019
Q4
$697K Buy
2019
Q3
Sell
2019
Q2
$719K Sell
2019
Q1
$1.42M Buy