Squar Milner Financial Services’s Charles Schwab SCHW Stock Holding History

Squar Milner Financial Services’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$116K	Sell
2019 Q4	$183K	Buy
2019 Q3	–	Sell
2019 Q2	$293K	Sell
2019 Q1	$496K	Buy
2018 Q4	$403K	Buy
2018 Q3	$275K	Buy
2018 Q2	$268K	Sell
2018 Q1	$301K	Buy
2017 Q4	$287K	Buy