Voleon Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$31.1M Buy
2025
Q2
$9.93M Buy
2025
Q1
$540K Buy
2019
Q4
Sell
2019
Q3
$1.25M Buy
2019
Q1
Sell
2018
Q4
$10.5M Buy