Trellis Advisors’s Charles Schwab SCHW Stock Holding History

Trellis Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$211K	Buy
2023 Q2	$217K	Buy
2023 Q1	$200K	Buy