Banyan Partners’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	$232K	Buy	7,900 +13	+0.2%	+$382	0.02%	362
2014 Q2	$212K	Sell	7,887 -487	-6%	-$13.1K	0.02%	360
2014 Q1	$229K	Buy	+8,374	New	+$229K	0.02%	353