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Measured Wealth Private Client Group’s Charles Schwab SCHW Stock Holding History

Measured Wealth Private Client Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,896
Closed -$93K – 584
2018
Q3 		$93K Buy
+1,896
New +$93K 0.06% 245