Silvia Mccoll Wealth Management, LLC SCHWAB CHARLES FAMILY FD Transaction History

Silvia Mccoll Wealth Management, LLC

564,164

Previous 586,018 3.73%

$564 Million

Previous $586 Million 3.73%

0.42%

Previous 0.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	N/A	-21,854 Reduced 3.73%	564,164 $564 Million
Q3 2024 Oct 02, 2024	BUY	N/A	14,659 Added 2.57%	586,018 $586 Million
Q2 2024 Jul 15, 2024	SELL	N/A	-104,458 Reduced 15.46%	571,359 $571 Million
Q1 2024 Apr 18, 2024	BUY	N/A	4,254 Added 0.63%	675,817 $676 Million
Q4 2023 Jan 09, 2024	SELL	N/A	-495,531 Reduced 42.46%	671,563 $672 Million
Q3 2023 Oct 17, 2023	BUY	N/A	9,817 Added 0.85%	1,167,094 $1.17 Billion
Q2 2023 Sep 05, 2023	BUY	N/A	442,237 Added 61.85%	1,157,277 $1.16 Billion
Q1 2023 Sep 05, 2023	SELL	N/A	-322,885 Reduced 31.11%	715,040 $715 Million
Q4 2022 Sep 05, 2023	BUY	N/A	1,037,925 New	1,037,925 $1.04 Billion

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