One River Asset 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
Q4
$799 Buy
2025
Q1
Sell
2024
Q4
$74.2K Sell
2024
Q3
$198K Buy
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$234K Sell
2023
Q3
$2.48M Buy
2023
Q2
$911K Sell
2023
Q1
$2.82M Buy
2022
Q4
Hold