Baron Silver Stevens Financial Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-18
Closed -$215 132
2022
Q3
$215 Buy
+18
New +$215 0.06% 83
2021
Q1
Sell
-18
Closed 384
2020
Q4
$0 Buy
+18
New ﹤0.01% 518