AIM
SCHW icon

Advyzon Investment Management’s Charles Schwab SCHW Stock Holding History

Advyzon Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$331K Sell
3,631
-50
-1% -$4.56K 0.07% 258
2025
Q1 		$288K Buy
+3,681
New +$288K 0.1% 190