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Hickory Asset Management’s Charles Schwab SCHW Stock Holding History

Hickory Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.54M Buy
16,933
+137
+0.8% +$12.5K 1.28% 24
2025
Q1 		$1.31M Sell
16,796
-788
-4% -$61.7K 1.17% 26
2024
Q4 		$1.3M Buy
+17,584
New +$1.3M 1.11% 25