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Fiducient Advisors’s Charles Schwab SCHW Stock Holding History

Fiducient Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,665
Closed -$270K – 161
2024
Q2 		$270K Buy
3,665
+11
+0.3% +$811 0.04% 125
2024
Q1 		$264K Buy
+3,654
New +$264K 0.05% 113