Wedge 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 | $283K | Sell |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $224K | Buy |
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