CFO4Life Group’s Charles Schwab SCHW Stock Holding History

CFO4Life Group’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	$381K	Sell
2025 Q1	$344K	Sell
2024 Q4	$393K	Sell
2024 Q3	$361K	Buy
2024 Q2	$332K	Buy
2024 Q1	$321K	Buy
2020 Q2	–	Sell
2020 Q1	$237K	Buy