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
Q3 | $800K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $532K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $557K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $557K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $697K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $719K | Sell |
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|
2019
Q1 | $1.42M | Buy |
|