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McDonald Partners’s Charles Schwab SCHW Stock Holding History

McDonald Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,700
Closed -$732K – 608
2021
Q4 		$732K Buy
+8,700
New +$732K 0.68% 43