Scholtz & Company’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$2.15M Sell
2017
Q4
$2.29M Buy
2017
Q3
Sell
2017
Q2
$2.17M Sell
2017
Q1
$2.13M Sell
2016
Q4
$2.15M Buy