Vident Advisory’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Buy |
323,063
+265,475
| +461% | +$24.2M | 0.33% | 66 |
|
|
2025
Q1 | $4.51M | Buy |
57,588
+10,394
| +22% | +$814K | 0.07% | 261 |
|
|
2024
Q4 | $3.49M | Buy |
47,194
+14,987
| +47% | +$1.11M | 0.06% | 285 |
|
|
2024
Q3 | $2.09M | Buy |
32,207
+7,033
| +28% | +$456K | 0.05% | 375 |
|
|
2024
Q2 | $1.86M | Buy |
25,174
+2,064
| +9% | +$152K | 0.05% | 395 |
|
|
2024
Q1 | $1.67M | Buy |
23,110
+1,594
| +7% | +$115K | 0.03% | 424 |
|
|
2023
Q4 | $1.48M | Buy |
21,516
+3,761
| +21% | +$259K | 0.04% | 458 |
|
|
2023
Q3 | $975K | Buy |
+17,755
| New | +$975K | 0.03% | 512 |
|