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Alliance Wealth Advisors (Utah)’s Charles Schwab SCHW Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$504K Buy
5,528
+217
+4% +$19.8K 0.12% 164
2025
Q1 		$416K Buy
+5,311
New +$416K 0.11% 176