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Parcion Private Wealth’s Charles Schwab SCHW Stock Holding History

Parcion Private 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
2025
Q2 		$418K Sell
4,585
-963
-17% -$87.9K 0.03% 187
2025
Q1 		$434K Buy
+5,548
New +$434K 0.04% 175