Sherman Asset Management’s Charles Schwab SCHW Stock Holding History

Sherman Asset 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 Q2	$111K	Sell
2025 Q1	$118K	Hold
2024 Q4	$112K	Buy