OIM
Oder Investment Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
11,548
-302
| -3% | -$27.6K | 0.8% | 36 |
|
|
2025
Q1 | $928K | Sell |
11,850
-116
| -1% | -$9.08K | 0.79% | 37 |
|
|
2024
Q4 | $886K | Sell |
11,966
-37
| -0.3% | -$2.74K | 0.74% | 37 |
|
|
2024
Q3 | $778K | Sell |
12,003
-157
| -1% | -$10.2K | 0.67% | 51 |
|
|
2024
Q2 | $896K | Sell |
12,160
-2,245
| -16% | -$165K | 0.81% | 37 |
|
|
2024
Q1 | $1.04M | Buy |
14,405
+1,559
| +12% | +$113K | 0.97% | 34 |
|
|
2023
Q4 | $884K | Sell |
12,846
-5
| -0% | -$344 | 0.87% | 35 |
|
|
2023
Q3 | $706K | Buy |
12,851
+213
| +2% | +$11.7K | 0.76% | 37 |
|
|
2023
Q2 | $716K | Buy |
12,638
+112
| +0.9% | +$6.35K | 0.78% | 38 |
|
|
2023
Q1 | $656K | Buy |
+12,526
| New | +$656K | 0.77% | 44 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 410 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 540 |
|