Oxford 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
Q3 | $560K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $637K | Sell |
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|
2024
Q3 | $733K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.28M | Buy |
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|
2019
Q2 | $624K | Sell |
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|
2019
Q1 | $710K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.53M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.65M | Buy |
|