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Novem Group’s Charles Schwab SCHW Stock Holding History

Novem 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
2025
Q2 		$868K Buy
9,509
+290
+3% +$26.5K 0.11% 186
2025
Q1 		$722K Buy
9,219
+1,315
+17% +$103K 0.1% 184
2024
Q4 		$585K Buy
+7,904
New +$585K 0.09% 206