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Meristem Family Wealth’s Charles Schwab SCHW Stock Holding History

Meristem Family Wealth’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 		$298K Sell
3,532
-206
-6% -$17.4K 0.03% 262
2021
Q4 		$314K Sell
3,738
-2,183
-37% -$183K 0.03% 293
2021
Q3 		$431K Buy
+5,921
New +$431K 0.04% 243