BWM
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BKM Wealth Management’s Charles Schwab SCHW Stock Holding History

BKM Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-659
Closed -$45.3K – 488
2023
Q4 		$45.3K Buy
+659
New +$45.3K 0.02% 267