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Brio Consultants’s Charles Schwab SCHW Stock Holding History

Brio Consultants’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 		$261K Buy
2,866
+229
+9% +$20.9K 0.04% 113
2025
Q1 		$206K Sell
2,637
-89
-3% -$6.97K 0.03% 112
2024
Q4 		$202K Buy
+2,726
New +$202K 0.03% 110