Dixon Hubard Feinour & Brown’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$253K Sell
2022
Q1
$569K Buy
2018
Q4
Sell
2018
Q3
$7.42M Sell
2018
Q2
$7.77M Sell
2018
Q1
$8.13M Sell
2017
Q4
$8.18M Sell
2017
Q3
$7.04M Sell
2017
Q2
$7M Buy
2017
Q1
$6.61M Buy
2016
Q4
$6.38M Buy