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Broadway Wealth Solutions’s Charles Schwab SCHW Stock Holding History

Broadway Wealth Solutions’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$323K Sell
3,545
-314
-8% -$28.6K 0.2% 52
2025
Q1 		$302K Sell
3,859
-218
-5% -$17.1K 0.22% 51
2024
Q4 		$302K Buy
+4,077
New +$302K 0.23% 58