Cranbrook Wealth Management’s Charles Schwab SCHW Stock Holding History

Cranbrook 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 Q3	$36.3K	Hold
2025 Q2	$34.7K	Sell
2025 Q1	$35.3K	Sell
2024 Q4	$129K	Buy
2024 Q3	$88.1K	Sell
2024 Q2	$238K	Buy