Steward Financial Group’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$13K	Buy	+243	New	+$13K	﹤0.01%	322
2022 Q3	–	Sell	-93	Closed	-$5K	–	1091
2022 Q2	$5K	Buy	93 +90	+3,000%	+$4.84K	﹤0.01%	349
2022 Q1	$0	Hold	3	–	–	﹤0.01%	347
2021 Q4	$0	Buy	+3	New	–	﹤0.01%	284