MMA Asset Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,000
Closed -$72.3K 216
2024
Q1
$72.3K Buy
+1,000
New +$72.3K 0.03% 140