Charles Schwab Investment Advisory’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$268K	Buy
2023 Q4	$237K	Buy
2023 Q3	$204K	Buy
2023 Q2	$200K	Buy
2021 Q2	–	Sell
2021 Q1	$201K	Buy
2018 Q4	–	Sell
2018 Q3	$346K	Buy
2018 Q2	$295K	Buy