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Capital A Wealth Management’s Charles Schwab SCHW Stock Holding History

Capital A Wealth Management’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
Q1 		$429K Hold
5,486
– – 0.45% 26
2024
Q4 		$406K Buy
+5,486
New +$406K 0.67% 32