KIA
SCHW.PRB.CL

KCM Investment Advisors’s The Charles Schwab Corporation SCHW.PRB.CL Stock Holding History

KCM Investment Advisors’s Portfolio SCHW.PRB.CL Stock Details SCHW.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,350
Closed -$228K – 464
2013
Q4 		$228K Sell
10,350
-2,400
-19% -$52.9K 0.02% 409
2013
Q3 		$289K Hold
12,750
– – 0.03% 360
2013
Q2 		$324K Buy
+12,750
New +$324K 0.04% 347