Abacus Planning Group’s Charles Schwab SCHW Stock Holding History

Abacus Planning Group’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	$348K	Hold
2025 Q2	$333K	Buy
2025 Q1	$255K	Buy
2024 Q4	$220K	Buy