Ancora Family Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$1.31M Buy
2016
Q2
$865K Buy
2016
Q1
$957K Buy
2015
Q4
$1.02M Buy
2015
Q3
$841K Buy