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Geneva Advisors’s Charles Schwab SCHW Stock Holding History

Geneva 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
2017
Q2 		$44M Buy
1,023,165
+411,112
+67% +$17.7M 0.76% 45
2017
Q1 		$25M Buy
+612,053
New +$25M 0.45% 68