Congress Wealth Management’s Charles Schwab SCHW Stock Holding History

Congress Wealth Management’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	$4.55M	Buy
2025 Q1	$1.6M	Buy
2024 Q4	$221K	Buy
2022 Q2	–	Sell
2022 Q1	$11.1M	Buy
2021 Q4	$11.1M	Buy