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Steele Capital Management’s Charles Schwab SCHW Stock Holding History

Steele Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,939
Closed -$217K – 138
2024
Q2 		$217K Hold
2,939
– – 0.01% 165
2024
Q1 		$213K Hold
2,939
– – 0.01% 167
2023
Q4 		$202K Buy
+2,939
New +$202K 0.01% 160