Advisor OS’s Charles Schwab SCHW Stock Holding History

Advisor OS’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	$906K	Buy
2025 Q1	$360K	Buy
2024 Q3	–	Sell
2024 Q2	$222K	Sell
2024 Q1	$243K	Sell
2023 Q4	$239K	Sell
2023 Q3	$657K	Buy
2023 Q2	$584K	Buy
2021 Q3	–	Sell
2021 Q2	$204K	Buy