Confluence Wealth Services’s Charles Schwab SCHW Stock Holding History

Confluence Wealth Services’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 Q2	$262K	Hold
2025 Q1	$223K	Buy
2024 Q4	$236K	Buy
2024 Q3	–	Sell
2024 Q2	$220K	Buy
2024 Q1	$214K	Sell
2023 Q4	$225K	Buy
2022 Q1	–	Sell
2021 Q4	$1K	Buy