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Davis Investment Partners’s Charles Schwab SCHW Stock Holding History

Davis Investment Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,516
Closed -$1.12M – 118
2023
Q2 		$1.12M Buy
+16,516
New +$1.12M 0.54% 28