Oder Investment 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
Q2 | $1.05M | Sell |
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|
2025
Q1 | $928K | Sell |
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|
2024
Q4 | $886K | Sell |
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|
2024
Q3 | $778K | Sell |
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|
2024
Q2 | $896K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $884K | Sell |
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|
2023
Q3 | $706K | Buy |
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|
2023
Q2 | $716K | Buy |
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|
2023
Q1 | $656K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $0 | Buy |
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