AP
SCHW icon

Adero Partners’s Charles Schwab SCHW Stock Holding History

Adero Partners’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
Q1 		– Sell
-2,918
Closed -$201K – 210
2023
Q4 		$201K Buy
+2,918
New +$201K 0.02% 179