Valmark Advisers’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,135	Closed	-$574K	–	484
2023 Q2	$574K	Buy	10,135 +727	+8%	+$41.2K	0.01%	303
2023 Q1	$493K	Buy	+9,408	New	+$493K	0.01%	324