Darwin Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99.2K Hold
2025
Q2
$94.8K Hold
2025
Q1
$76.9K Hold
2024
Q4
$76.9K Buy
2020
Q2
Sell
2020
Q1
$13K Buy