Voloridge Investment 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 | $143M | Buy |
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|
2025
Q2 | $53.7M | Buy |
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|
2025
Q1 | $2.92M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $53.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $35.6M | Buy |
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|
2022
Q1 | $5.33M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $7.74M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2.4M | Sell |
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|
2020
Q2 | $36.7M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $21.7M | Buy |
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|
2019
Q3 | $6.9M | Sell |
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|
2019
Q2 | $17.7M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $19.2M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $25.8M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.93M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.47M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $749K | Sell |
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|
2014
Q3 | $2.15M | Buy |
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|
2014
Q2 | $798K | Buy |
|