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Tobias Financial Advisors’s Charles Schwab SCHW Stock Holding History

Tobias Financial Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-296,291
Closed -$24.9M – 117
2021
Q4 		$24.9M Buy
+296,291
New +$24.9M 1.96% 25