Aspire Capital Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,716
Closed -$201K 99
2024
Q4
$201K Buy
+2,716
New +$201K 0.06% 87
2024
Q2
Sell
-2,844
Closed -$206K 79
2024
Q1
$206K Buy
+2,844
New +$206K 0.07% 78