BigSur Wealth Management’s Charles Schwab SCHW Stock Holding History

BigSur 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 Q3	$955K	Hold
2025 Q2	$912K	Hold
2025 Q1	$783K	Hold
2024 Q4	$740K	Hold
2024 Q3	$648K	Hold
2024 Q2	$737K	Hold
2024 Q1	$723K	Buy