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Bingham Private Wealth’s Charles Schwab SCHW Stock Holding History

Bingham Private Wealth’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 		$606K Sell
6,638
-324
-5% -$29.6K 0.58% 50
2025
Q1 		$545K Buy
6,962
+694
+11% +$54.3K 0.56% 53
2024
Q4 		$464K Buy
+6,268
New +$464K 0.49% 65