Cyndeo Wealth Partners’s Charles Schwab SCHW Stock Holding History

Cyndeo Wealth Partners’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
2025 Q3	–	Sell
2025 Q2	$388K	Buy
2025 Q1	$295K	Buy
2024 Q4	$266K	Hold
2024 Q3	$233K	Buy
2024 Q2	$240K	Buy