S
SCHW icon

Surevest’s Charles Schwab SCHW Stock Holding History

Surevest’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$3K Hold
46
– – ﹤0.01% 372
2022
Q2 		$3K Hold
46
– – ﹤0.01% 391
2022
Q1 		$4K Hold
46
– – ﹤0.01% 339
2021
Q4 		$4K Buy
+46
New +$4K ﹤0.01% 346