Stillwater Investment Management (California)’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-281,500
Closed -$11.1M 27
2016
Q4
$11.1M Sell
281,500
-101,800
-27% -$4.02M 3.24% 13
2016
Q3
$12.1M Buy
383,300
+195,200
+104% +$6.16M 4.07% 12
2016
Q2
$4.76M Buy
+188,100
New +$4.76M 2.73% 13