D.B. Root & Company’s Charles Schwab SCHW Stock Holding History

D.B. Root & Company’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	$217K	Buy
2019 Q4	–	Sell
2019 Q3	$361K	Sell
2019 Q2	$362K	Sell
2019 Q1	$388K	Buy
2018 Q4	$291K	Sell
2018 Q3	$701K	Sell
2018 Q2	$744K	Buy
2018 Q1	$390K	Buy