RWM
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RKL Wealth Management’s Charles Schwab SCHW Stock Holding History

RKL 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
2017
Q4 		– Sell
-15,720
Closed -$405K – 147
2017
Q3 		$405K Buy
+15,720
New +$405K 0.11% 112