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Abner Herrman & Brock’s Charles Schwab SCHW Stock Holding History

Abner Herrman & Brock’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-43,350
Closed -$2.27M – 107
2023
Q1 		$2.27M Sell
43,350
-5,000
-10% -$262K 0.34% 49
2022
Q4 		$4.03M Buy
+48,350
New +$4.03M 0.62% 41