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Atala Financial’s Charles Schwab SCHW Stock Holding History

Atala Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-556
Closed -$43.5K – 387
2025
Q1 		$43.5K Hold
556
– – 0.03% 185
2024
Q4 		$41.2K Buy
+556
New +$41.2K 0.03% 201