Voleon Capital Management’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 | $9.93M | Buy |
108,877
+101,974
| +1,477% | +$9.3M | 0.54% | 30 |
|
|
2025
Q1 | $540K | Buy |
+6,903
| New | +$540K | 0.04% | 255 |
|
|
2019
Q4 | – | Sell |
-30,000
| Closed | -$1.26M | – | 232 |
|
|
2019
Q3 | $1.26M | Buy |
+30,000
| New | +$1.26M | 0.1% | 124 |
|
|
2019
Q1 | – | Sell |
-252,000
| Closed | -$10.5M | – | 54 |
|
|
2018
Q4 | $10.5M | Buy |
+252,000
| New | +$10.5M | 1% | 36 |
|