PA Capital’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$2.44M Hold
67,364
1.71% 12
2020
Q2
$2.27M Buy
67,364
+14,138
+27% +$477K 1.65% 12
2020
Q1
$1.79M Buy
+53,226
New +$1.79M 1.58% 8