Apogem Capital’s Charles Schwab SCHW Stock Holding History

Apogem Capital’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$1.61M	Hold
2022 Q1	$2.15M	Sell
2021 Q4	$2.78M	Hold
2021 Q3	$2.41M	Hold
2021 Q2	$2.41M	Sell
2021 Q1	$4.39M	Hold
2020 Q4	$3.57M	Buy