Senvest Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-206,515
| Closed | -$13.4M | – | 63 |
|
2024
Q3 | $13.4M | Buy |
+206,515
| New | +$13.4M | 0.47% | 32 |
|
2023
Q4 | – | Sell |
-74,191
| Closed | -$4.07M | – | 59 |
|
2023
Q3 | $4.07M | Sell |
74,191
-366,900
| -83% | -$20.1M | 0.16% | 39 |
|
2023
Q2 | $25M | Buy |
+441,091
| New | +$25M | 0.82% | 29 |
|