Burleson & Co’s Charles Schwab SCHW Stock Holding History

Burleson & Co’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
2022 Q4	$3.6M	Buy
2022 Q3	$3.1M	Buy
2022 Q2	$2.72M	Sell
2022 Q1	$3.63M	Buy
2021 Q4	$3.62M	Buy