MWAM
SCHW icon

Manhattan West Asset Management’s Charles Schwab SCHW Stock Holding History

Manhattan West Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,842
Closed -$615K – 140
2023
Q2 		$615K Buy
10,842
+2,790
+35% +$158K 0.23% 84
2023
Q1 		$422K Buy
+8,052
New +$422K 0.18% 94