Dynamic Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Dynamic Wealth Strategies’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	$119K	Sell
2025 Q1	$121K	Buy
2024 Q4	–	Sell
2024 Q3	$99K	Buy
2024 Q2	$113K	Sell
2024 Q1	$146K	Sell
2023 Q4	$143K	Buy