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Auxano Advisors’s Charles Schwab SCHW Stock Holding History

Auxano Advisors’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 		$253K Buy
2,777
+58
+2% +$5.29K 0.06% 144
2025
Q1 		$213K Buy
2,719
+4
+0.1% +$313 0.06% 152
2024
Q4 		$201K Buy
+2,715
New +$201K 0.05% 160