Algert Global’s Charles Schwab SCHW Stock Holding History

Algert Global’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.17M	Buy
2025 Q1	$4.12M	Buy
2022 Q4	–	Sell
2022 Q3	$574K	Hold
2022 Q2	$504K	Buy
2020 Q2	–	Sell
2020 Q1	$208K	Buy