BOS Asset Management’s Charles Schwab SCHW Stock Holding History

BOS Asset 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	$311K	Hold
2025 Q2	$297K	Hold
2025 Q1	$255K	Sell
2024 Q4	$248K	Hold
2024 Q3	$218K	Buy
2024 Q2	$238K	Hold
2024 Q1	$233K	Hold
2023 Q4	$222K	Buy