Colton Groome Financial Advisors’s Charles Schwab SCHW Stock Holding History

Colton Groome Financial Advisors’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	$952K	Buy
2025 Q2	$888K	Buy
2025 Q1	$758K	Buy
2024 Q4	$676K	Sell
2024 Q3	$663K	Sell
2024 Q2	$760K	Buy
2023 Q1	–	Sell
2022 Q4	$329K	Buy
2022 Q3	$209K	Buy