Avondale Wealth Management’s Charles Schwab SCHW Stock Holding History

Avondale 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 Q2	$785K	Hold
2025 Q1	$673K	Hold
2024 Q4	$636K	Sell
2024 Q3	$758K	Buy
2024 Q2	$730K	Sell
2024 Q1	$1.18M	Hold
2023 Q4	$1.12M	Sell
2023 Q3	$906K	Sell
2023 Q2	$992K	Buy
2023 Q1	$471K	Buy