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Peak Financial Advisors’s Charles Schwab SCHW Stock Holding History

Peak Financial Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-35,359
Closed -$2M – 72
2023
Q2 		$2M Buy
+35,359
New +$2M 1.57% 26