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Wealth Architects’s Charles Schwab SCHW Stock Holding History

Wealth Architects’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,609
Closed -$220K – 203
2022
Q1 		$220K Buy
2,609
+182
+7% +$15.3K 0.04% 179
2021
Q4 		$204K Buy
+2,427
New +$204K 0.04% 188