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Bellwether Investment Group’s Charles Schwab SCHW Stock Holding History

Bellwether Investment Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-510
Closed -$21K – 513
2017
Q1 		$21K Sell
510
-11
-2% -$453 0.06% 297
2016
Q4 		$21K Buy
+521
New +$21K 0.02% 441