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McElhenny Sheffield Capital Management’s Charles Schwab SCHW Stock Holding History

McElhenny Sheffield Capital 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
-39
Closed -$3.25K – 517
2022
Q4 		$3.25K Buy
+39
New +$3.25K ﹤0.01% 448