American Institute for Advanced Investment Management’s Charles Schwab SCHW Stock Holding History

American Institute for Advanced Investment 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	$357K	Buy
2025 Q1	$299K	Hold
2024 Q4	$283K	Hold
2024 Q3	$248K	Hold
2024 Q2	$282K	Hold
2024 Q1	$277K	Hold
2023 Q4	$263K	Buy