Blodgett Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Blodgett Wealth Advisors’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	$289K	Hold
2025 Q1	$248K	Hold
2024 Q4	$234K	Hold
2024 Q3	$205K	Buy
2024 Q2	$233K	Buy
2024 Q1	$229K	Buy