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ARS Wealth Advisors Group’s Charles Schwab SCHW Stock Holding History

ARS Wealth Advisors Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$243K Buy
2,666
+1
+0% +$91 0.03% 161
2025
Q1 		$209K Sell
2,665
-74
-3% -$5.79K 0.03% 152
2024
Q4 		$203K Buy
+2,739
New +$203K 0.03% 153