Atlantic Edge Private Wealth Management’s Charles Schwab SCHW Stock Holding History

Atlantic Edge Private 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 Q3	$19.1K	Hold
2025 Q2	$18.2K	Hold
2025 Q1	$15.7K	Hold
2024 Q4	$14.8K	Sell
2024 Q3	$18K	Hold
2024 Q2	$20.4K	Hold
2024 Q1	$20K	Hold
2023 Q4	$19.1K	Buy