1 North Wealth Services’s Charles Schwab SCHW Stock Holding History

1 North Wealth Services’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
2025 Q3	$5.44K	Hold
2025 Q2	$5.2K	Hold
2025 Q1	$4.46K	Buy
2019 Q4	$3K	Hold
2019 Q3	$2K	Buy
2019 Q1	$2K	Hold
2018 Q4	$2K	Buy