Northern Capital Management (Wisconsin)’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$3.9M Buy
2018
Q3
$3.79M Buy
2018
Q2
$3.83M Sell
2018
Q1
$4.58M Sell
2017
Q4
$4.72M Sell
2017
Q3
$4.42M Buy
2017
Q2
$3.8M Sell
2017
Q1
$3.83M Sell
2016
Q4
$3.87M Sell
2016
Q3
$3.39M Buy
2016
Q2
$2.71M Buy