Baird’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
$392K Sell
12,865
-5,433
-30% -$166K ﹤0.01% 1029
2014
Q4
$552K Buy
+18,298
New +$552K 0.01% 903