Sonen Capital’s Charles Schwab SCHW Stock Holding History

Sonen Capital’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$598K	Sell
2023 Q3	$546K	Hold
2023 Q2	$563K	Sell
2023 Q1	$652K	Sell
2022 Q4	$1.82M	Buy
2022 Q3	$1.53M	Sell
2022 Q2	$1.48M	Sell
2022 Q1	$2.26M	Sell
2021 Q4	$2.32M	Buy