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Tandem Investment Advisors’s Charles Schwab SCHW Stock Holding History

Tandem Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,432
Closed -$286K – 87
2022
Q4 		$286K Buy
+3,432
New +$286K 0.01% 71