Angeles Wealth Management’s Charles Schwab SCHW Stock Holding History

Angeles 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	$804K	Buy
2025 Q1	$412K	Buy
2024 Q4	$384K	Buy
2024 Q3	–	Sell
2024 Q2	$207K	Sell
2024 Q1	$209K	Buy
2023 Q1	–	Sell
2022 Q4	$202K	Buy