Bernardo Wealth Planning’s Charles Schwab SCHW Stock Holding History

Bernardo Wealth Planning’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 Q3	$278K	Buy
2025 Q2	$261K	Buy
2025 Q1	$217K	Buy
2024 Q4	$200K	Sell
2024 Q3	$201K	Sell
2024 Q2	$206K	Hold
2024 Q1	$203K	Buy