CPA
SCHW icon

Clear Point Advisors’s Charles Schwab SCHW Stock Holding History

Clear Point Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51
Closed -$3.32K – 453
2024
Q3 		$3.32K Hold
51
– – ﹤0.01% 415
2024
Q2 		$3.76K Hold
51
– – ﹤0.01% 405
2024
Q1 		$3.68K Hold
51
– – ﹤0.01% 404
2023
Q4 		$3.49K Buy
+51
New +$3.49K ﹤0.01% 392