Nelson Capital Management’s Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D SCHW.PRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,800
Closed -$48K 253
2019
Q3
$48K Buy
+1,800
New +$48K 0.01% 153