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Conquis Financial’s Charles Schwab SCHW Stock Holding History

Conquis Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-81
Closed -$6K – 170
2024
Q4 		$6K Buy
+81
New +$6K 0.01% 106