Syntax Advisors’s Charles Schwab SCHW Stock Holding History

Syntax Advisors’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 Q3	$228K	Sell
2023 Q2	$252K	Buy
2023 Q1	$227K	Buy
2022 Q4	$268K	Sell
2022 Q3	$263K	Sell
2022 Q2	$259K	Buy
2022 Q1	$256K	Sell
2021 Q4	$287K	Buy