5L
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55I LLC’s Charles Schwab SCHW Stock Holding History

55I LLC’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$1.77M Buy
24,672
+17,051
+224% +$1.23M 0.05% 197
2022
Q2 		$481K Buy
+7,621
New +$481K 0.01% 362