PWM
SCHW icon

PRW Wealth Management’s Charles Schwab SCHW Stock Holding History

PRW Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-169
Closed -$7K – 563
2019
Q1 		$7K Sell
169
-160
-49% -$6.63K 0.01% 334
2018
Q4 		$14K Buy
+329
New +$14K 0.02% 263