Aventura Private Wealth’s Charles Schwab SCHW Stock Holding History

Aventura Private Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14.7K	Buy
2025 Q3	$13.6K	Buy
2025 Q2	$9.41K	Buy
2025 Q1	$7.44K	Buy
2024 Q4	$5.18K	Buy