BC
SCHW.PRD

Bartlett & Co’s Charles Schwab 5.95% Series D Preferred Stock SCHW.PRD Stock Holding History

Bartlett & Co’s Portfolio SCHW.PRD Stock Details SCHW.PRD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$10K Buy
2023
Q1 		– Sell
2022
Q4 		$205K Hold
2022
Q3 		$214K Hold
2022
Q2 		$217K Sell
2022
Q1 		$292K Hold
2021
Q4 		$294K Buy