Charles Schwab Investment Advisory’s Charles Schwab SCHW Stock Holding History

Charles Schwab Investment Advisory’s Portfolio SCHW Stock Details SCHW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$238K	Buy
2019 Q3	–	Sell
2019 Q2	$322K	Buy