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Safeguard Financial’s Charles Schwab SCHW Stock Holding History

Safeguard Financial’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
-354
Closed -$20K – 463
2023
Q2 		$20K Buy
+354
New +$20K 0.01% 267