Client 1st Advisory Group’s Charles Schwab SCHW Stock Holding History

Client 1st Advisory 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 Q3	$616K	Buy
2025 Q2	$390K	Sell
2025 Q1	$338K	Hold
2024 Q4	$320K	Hold
2024 Q3	$280K	Sell
2024 Q2	$349K	Buy
2024 Q1	$295K	Buy
2023 Q4	$209K	Buy