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Security National Bank’s Charles Schwab SCHW Stock Holding History

Security National Bank’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
Q1 		– Sell
-15
Closed -$1.03K – 315
2023
Q4 		$1.03K Buy
+15
New +$1.03K ﹤0.01% 294