VPIM
Vanguard Personalized Indexing Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
190,538
+40,275
| +27% | +$3.68M | 0.2% | 83 |
|
|
2025
Q1 | $11.8M | Buy |
150,263
+26,565
| +21% | +$2.08M | 0.17% | 101 |
|
|
2024
Q4 | $9.15M | Buy |
123,698
+13,415
| +12% | +$993K | 0.14% | 116 |
|
|
2024
Q3 | $7.15M | Buy |
110,283
+470
| +0.4% | +$30.5K | 0.12% | 144 |
|
|
2024
Q2 | $7.99M | Buy |
109,813
+8,824
| +9% | +$642K | 0.15% | 110 |
|
|
2024
Q1 | $7.31M | Buy |
100,989
+22,777
| +29% | +$1.65M | 0.16% | 113 |
|
|
2023
Q4 | $5.38M | Buy |
78,212
+4,579
| +6% | +$315K | 0.14% | 120 |
|
|
2023
Q3 | $4.04M | Sell |
73,633
-732
| -1% | -$40.2K | 0.12% | 153 |
|
|
2023
Q2 | $4.22M | Buy |
74,365
+5,785
| +8% | +$328K | 0.13% | 134 |
|
|
2023
Q1 | $3.59M | Sell |
68,580
-5,291
| -7% | -$277K | 0.12% | 148 |
|
|
2022
Q4 | $6.15M | Buy |
73,871
+9,951
| +16% | +$829K | 0.25% | 62 |
|
|
2022
Q3 | $4.59M | Buy |
63,920
+8,096
| +15% | +$582K | 0.21% | 80 |
|
|
2022
Q2 | $3.53M | Buy |
55,824
+6,424
| +13% | +$406K | 0.16% | 107 |
|
|
2022
Q1 | $4.17M | Buy |
49,400
+7,065
| +17% | +$596K | 0.2% | 79 |
|
|
2021
Q4 | $3.56M | Buy |
42,335
+18,917
| +81% | +$1.59M | 0.21% | 84 |
|
|
2021
Q3 | $1.71M | Buy |
23,418
+3,065
| +15% | +$223K | 0.15% | 129 |
|
|
2021
Q2 | $1.48M | Buy |
20,353
+5,437
| +36% | +$396K | 0.16% | 131 |
|
|
2021
Q1 | $972K | Buy |
14,916
+5,419
| +57% | +$353K | 0.15% | 149 |
|
|
2020
Q4 | $504K | Buy |
9,497
+3,156
| +50% | +$167K | 0.11% | 220 |
|
|
2020
Q3 | $230K | Buy |
+6,341
| New | +$230K | 0.06% | 365 |
|