Caliber Wealth Management (Utah)’s Charles Schwab SCHW Stock Holding History

Caliber Wealth Management (Utah)’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
2024 Q1	$3.03M	Buy
2023 Q4	$2.85M	Buy
2023 Q3	$2.21M	Buy
2023 Q2	$2.2M	Buy
2023 Q1	$464K	Sell
2022 Q4	$1.66M	Buy