JWM
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Jessup Wealth Management’s Charles Schwab SCHW Stock Holding History

Jessup Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-53,563
Closed -$4.46M – 76
2022
Q4 		$4.46M Buy
+53,563
New +$4.46M 2.83% 15