Charles Schwab
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Charles Schwab’s SHF Holdings SHFS Stock Holding History

Charles Schwab’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,673
Closed -$60.1K – 3614
2023
Q2 		$60.1K Buy
5,673
+2,543
+81% +$27K ﹤0.01% 3395
2023
Q1 		$33.6K Buy
3,130
+2,421
+341% +$26K ﹤0.01% 3428
2022
Q4 		$25.1K Buy
+709
New +$25.1K ﹤0.01% 3473