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Sugar Maple Asset Management’s Charles Schwab SCHW Stock Holding History

Sugar Maple Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$370 – 395
2024
Q4 		$370 Buy
+5
New +$370 ﹤0.01% 383