Ronald Blue & Co’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-8,234
Closed -$242K 360
2014
Q3
$242K Buy
8,234
+153
+2% +$4.5K 0.02% 272
2014
Q2
$218K Buy
8,081
+273
+3% +$7.37K 0.01% 305
2014
Q1
$214K Buy
+7,808
New +$214K 0.02% 291