WorldQuant Millennium Advisors’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 | $121M | Buy |
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|
2025
Q2 | $38.4M | Buy |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $23.8M | Sell |
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|
2024
Q3 | $24.8M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $734K | Sell |
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|
2023
Q1 | $17.8M | Buy |
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|
2022
Q4 | $7.31M | Sell |
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|
2022
Q3 | $32.1M | Buy |
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|
2022
Q2 | $8.52M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.63M | Sell |
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|
2020
Q4 | $3.5M | Sell |
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|
2020
Q3 | $14M | Buy |
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|
2020
Q2 | $11M | Buy |
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|
2020
Q1 | $8.32M | Sell |
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|
2019
Q4 | $12.2M | Sell |
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|
2019
Q3 | $11.6M | Buy |
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