Abound Financial’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,173
Closed -$91.8K 222
2025
Q1
$91.8K Buy
+1,173
New +$91.8K 0.05% 97