Mark Sheptoff Financial Planning’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-33	Closed	-$1K	–	438
2015 Q2	$1K	Buy	+33	New	+$1K	﹤0.01%	373