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DHK Financial Advisors’s Charles Schwab SCHW Stock Holding History

DHK Financial 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 		$236K Buy
2,584
+2
+0.1% +$182 0.14% 86
2025
Q1 		$202K Buy
+2,582
New +$202K 0.11% 87