TrueWealth LLC’s Charles Schwab SCHW Stock Holding History

TrueWealth LLC’s Portfolio SCHW Stock Details SCHW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$22K	Hold
2020 Q1	$22K	Sell
2019 Q4	$58K	Hold
2019 Q3	$51K	Hold
2019 Q2	$49K	Sell
2019 Q1	$56K	Hold
2018 Q4	$55K	Hold
2018 Q3	$65K	Hold
2018 Q2	$67K	Buy
2018 Q1	$65K	Sell
2017 Q4	$82K	Buy