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Crux Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Crux Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.87M Buy
31,422
+7,807
+33% +$712K 1.22% 21
2025
Q1 		$1.85M Buy
23,615
+6,727
+40% +$527K 0.96% 32
2024
Q4 		$1.25M Buy
+16,888
New +$1.25M 0.7% 45