Burton Enright Welch’s Charles Schwab SCHW Stock Holding History

Burton Enright Welch’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$214K	Sell
2025 Q3	$299K	Buy
2025 Q2	$280K	Buy
2023 Q1	–	Sell
2022 Q4	$765K	Buy
2022 Q3	$642K	Sell
2022 Q2	$686K	Sell
2022 Q1	$985K	Buy