Advisor Partners II’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$2.99M Buy
2023
Q2
$2.74M Buy
2023
Q1
$1.57M Sell
2022
Q4
$3.72M Buy
2022
Q3
$2.47M Buy