Neo Ivy Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,197
| Closed | -$532K | – | 406 |
|
|
2024
Q4 | $532K | Buy |
+7,197
| New | +$532K | 0.11% | 167 |
|
|
2021
Q4 | – | Sell |
-16,512
| Closed | -$557K | – | 610 |
|
|
2021
Q3 | $557K | Buy |
+16,512
| New | +$557K | 0.64% | 33 |
|
|
2020
Q3 | – | Sell |
-16,512
| Closed | -$557K | – | 603 |
|
|
2020
Q2 | $557K | Buy |
+16,512
| New | +$557K | 0.64% | 33 |
|
|
2020
Q1 | – | Sell |
-14,659
| Closed | -$697K | – | 536 |
|
|
2019
Q4 | $697K | Buy |
+14,659
| New | +$697K | 0.81% | 43 |
|
|
2019
Q3 | – | Sell |
-17,899
| Closed | -$719K | – | 381 |
|
|
2019
Q2 | $719K | Sell |
17,899
-15,416
| -46% | -$619K | 0.41% | 126 |
|
|
2019
Q1 | $1.42M | Buy |
+33,315
| New | +$1.42M | 0.81% | 34 |
|