Epic Trust Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,266	Closed	-$223K	–	115
2023 Q1	$223K	Buy	+4,266	New	+$223K	0.27%	98