SAM Advisors’s The Charles Schwab Corporation SCHW.PRC Stock Holding History

SAM Advisors’s Portfolio SCHW.PRC Stock Details SCHW.PRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$3.47M	Sell
2024 Q1	$3.51M	Buy
2023 Q4	$3.34M	Buy
2023 Q3	$2.65M	Buy
2023 Q2	$2.72M	Buy