First Capital Advisors Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$630K Sell
2023
Q1
$598K Buy
2022
Q4
$677K Sell
2022
Q3
$602K Buy
2022
Q2
$516K Buy
2018
Q2
Sell
2018
Q1
$154K Buy