Charles Schwab
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Charles Schwab’s Society Pass SOPA Stock Holding History

Charles Schwab’s Portfolio SOPA Stock Details SOPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,193
Closed -$64K – 3545
2022
Q2 		$64K Buy
2,193
+291
+15% +$8.49K ﹤0.01% 3353
2022
Q1 		$85K Buy
1,902
+515
+37% +$23K ﹤0.01% 3441
2021
Q4 		$217K Buy
+1,387
New +$217K ﹤0.01% 3347