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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$1.31M Buy
41,485
+7,313
+21% +$231K 0.45% 69
2016
Q2
$865K Buy
34,172
+12
+0% +$304 0.33% 84
2016
Q1
$957K Buy
34,160
+3,062
+10% +$85.8K 0.39% 81
2015
Q4
$1.02M Buy
31,098
+1,659
+6% +$54.6K 0.44% 71
2015
Q3
$841K Buy
+29,439
New +$841K 0.35% 86