Sheets Smith Investment Management’s Charles Schwab SCHW Stock Holding History

Sheets Smith Investment 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
2025 Q3	$1.78M	Buy
2025 Q2	$1.7M	Buy
2022 Q2	–	Sell
2022 Q1	$1.84M	Buy
2021 Q4	$1.78M	Buy