Intersect Capital’s Charles Schwab SCHW Stock Holding History

Intersect Capital’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
2022 Q2	$283K	Buy
2022 Q1	$352K	Buy
2021 Q4	$257K	Buy
2021 Q3	$204K	Buy
2015 Q1	–	Sell
2014 Q4	$61K	Buy