MD Financial Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-19,500	Closed	-$1.27M	–	363
2021 Q1	$1.27M	Buy	+19,500	New	+$1.27M	0.04%	150