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Optimal Asset Management’s Charles Schwab SCHW Stock Holding History

Optimal Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,235
Closed -$546 – 426
2020
Q1 		$546 Buy
16,235
+2,999
+23% +$101 0.05% 348
2019
Q4 		$630K Buy
+13,236
New +$630K 0.1% 294