Braun Stacey Associates’s Charles Schwab SCHW Stock Holding History

Braun Stacey Associates’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$5.87M	Buy
2018 Q2	–	Sell
2018 Q1	$13M	Buy
2017 Q4	$11.3M	Buy
2015 Q3	–	Sell
2015 Q2	$564K	Buy