Vident Investment Advisory’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $911K | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $4.31M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $3.98M | Buy |
|
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|
2021
Q1 | $3.53M | Buy |
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|
2020
Q4 | $960K | Buy |
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|
2020
Q3 | $547K | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.75M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3K | Buy |
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