Signature Financial Management’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
Q4
$1.24M Hold
2018
Q3
$1.47M Hold
2018
Q2
$1.53M Hold
2018
Q1
$1.56M Hold
2017
Q4
$1.54M Sell
2017
Q3
$1.4M Buy
2017
Q2
$1.34M Buy
2017
Q1
$1.21M Hold
2016
Q4
$1.17M Buy