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Sierra Ocean’s Charles Schwab SCHW Stock Holding History

Sierra Ocean’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 		$41.8K Buy
458
+106
+30% +$9.67K 0.03% 213
2025
Q1 		$27.6K Buy
352
+90
+34% +$7.05K 0.02% 253
2024
Q4 		$19.4K Buy
+262
New +$19.4K 0.02% 294