PIM
Plato Investment Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
34,275
+3,431
| +11% | +$312K | 0.23% | 96 |
|
|
2025
Q1 | $2.44M | Buy |
30,844
+9,231
| +43% | +$730K | 0.21% | 118 |
|
|
2024
Q4 | $1.61M | Buy |
21,613
+844
| +4% | +$62.7K | 0.12% | 184 |
|
|
2024
Q3 | $1.34M | Sell |
20,769
-1,045
| -5% | -$67.7K | 0.11% | 201 |
|
|
2024
Q2 | $1.61M | Sell |
21,814
-2,084
| -9% | -$154K | 0.15% | 151 |
|
|
2024
Q1 | $1.73M | Buy |
23,898
+21,262
| +807% | +$1.54M | 0.18% | 141 |
|
|
2023
Q4 | $181K | Buy |
+2,636
| New | +$181K | 0.22% | 108 |
|