DiNuzzo Private Wealth’s Charles Schwab SCHW Stock Holding History

DiNuzzo Private Wealth’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 Q3	$7.48K	Hold
2025 Q2	$7.12K	Hold
2025 Q1	$6.11K	Buy
2024 Q4	$5.63K	Hold
2024 Q3	$4.93K	Sell
2024 Q2	$5.67K	Buy
2024 Q1	$4.63K	Hold
2023 Q4	$4.4K	Buy