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Austin Private Wealth’s Charles Schwab SCHW Stock Holding History

Austin Private Wealth’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 		$286K Buy
3,136
+154
+5% +$14.1K 0.02% 239
2025
Q1 		$233K Buy
+2,982
New +$233K 0.02% 257