Lee Capital Management’s Charles Schwab SCHW Stock Holding History

Lee Capital Management’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
2018 Q1	$2.71M	Buy
2017 Q1	–	Sell
2016 Q4	$618K	Buy