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Girard Partners’s Charles Schwab SCHW Stock Holding History

Girard Partners’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
Q2 		$5.36M Buy
72,700
+5,565
+8% +$410K 0.51% 48
2024
Q1 		$4.86M Buy
+67,135
New +$4.86M 0.46% 51
2018
Q4 		– Sell
-132
Closed -$6K – 712
2018
Q3 		$6K Buy
+132
New +$6K ﹤0.01% 824