Activest Wealth Management’s Charles Schwab SCHW Stock Holding History

Activest Wealth Management’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 Q2	$35.5K	Sell
2025 Q1	$31.7K	Buy
2024 Q4	$444	Buy
2024 Q3	–	Sell
2024 Q2	$5.2K	Buy
2024 Q1	$5.09K	Hold
2023 Q4	$4.83K	Buy
2023 Q3	–	Hold