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Sanctuary Advisors’s Charles Schwab SCHW Stock Holding History

Sanctuary Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$16.5M Buy
196,872
+2,446
+1% +$204K 0.1% 210
2024
Q3 		$15.8M Sell
194,426
-36,520
-16% -$2.97M 0.1% 225
2024
Q2 		$17.3M Buy
+230,946
New +$17.3M 0.13% 165