Connectus Wealth’s Charles Schwab SCHW Stock Holding History

Connectus Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$509K	Sell
2023 Q4	$491K	Sell
2023 Q3	$394K	Buy
2023 Q2	$403K	Sell
2023 Q1	$3.64M	Buy
2022 Q4	$5.31M	Buy
2022 Q3	$4.42M	Buy
2022 Q2	$442K	Buy
2022 Q1	–	Sell
2021 Q4	$1.69M	Buy