Broadway Wealth Solutions’s Charles Schwab SCHW Stock Holding History

Broadway Wealth Solutions’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	$323K	Sell
2025 Q1	$302K	Sell
2024 Q4	$302K	Buy