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Barnes Dennig Private Wealth Management’s Charles Schwab SCHW Stock Holding History

Barnes Dennig Private Wealth Management’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 		$4.33M Buy
47,453
+662
+1% +$60.4K 5.19% 2
2025
Q1 		$3.66M Buy
+46,791
New +$3.66M 5.54% 4