Euclid Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
2016
Q2
$216K Buy
2016
Q1
Sell
2015
Q4
$5.71M Buy
2015
Q3
Sell
2015
Q2
$8.62M Buy
2015
Q1
Sell
2014
Q4
$16.1M Buy
2014
Q3
$14.6M Buy
2014
Q2
$12.4M Sell
2014
Q1
$15.9M Buy
2013
Q4
$10.9M Sell
2013
Q3
$9.19M Buy
2013
Q2
$6.7M Buy