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Inherent Group’s Charles Schwab SCHW Stock Holding History

Inherent Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Hold
0
– – – 26
2023
Q1 		– Hold
0
– – – 34
2022
Q1 		– Sell
-163,300
Closed -$13.7M – 41
2021
Q4 		$13.7M Buy
+163,300
New +$13.7M 2.34% 12