Credential Securities’s Charles Schwab SCHW Stock Holding History

Credential Securities’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
2018 Q2	$370K	Sell
2018 Q1	$378K	Buy
2017 Q4	$357K	Buy
2017 Q3	$258K	Buy
2017 Q2	$245K	Buy
2017 Q1	$50.8K	Buy
2016 Q4	$12.3K	Buy
2016 Q3	$8.27K	Buy
2016 Q2	$657	Buy