Girard Partners’s Charles Schwab SCHW Stock Holding History

Girard Partners’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$5.36M	Buy
2024 Q1	$4.86M	Buy
2018 Q4	–	Sell
2018 Q3	$6K	Buy