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Sherman Asset Management’s Charles Schwab SCHW Stock Holding History

Sherman Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$111K Sell
1,214
-298
-20% -$27.2K 0.1% 82
2025
Q1 		$118K Hold
1,512
– – 0.11% 81
2024
Q4 		$112K Buy
+1,512
New +$112K 0.1% 85