Independent Portfolio Consultants’s Charles Schwab SCHW Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$29K	Buy
2017 Q1	$27K	Buy
2016 Q4	$4K	Buy
2015 Q2	–	Sell
2015 Q1	$4K	Buy
2014 Q2	–	Sell
2014 Q1	$732K	Sell
2013 Q4	$882K	Buy
2013 Q3	$707K	Sell
2013 Q2	$788K	Buy