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Grey Fox Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Grey Fox Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,063
Closed -$108K – 432
2023
Q1 		$108K Buy
+2,063
New +$108K 0.06% 133