Dynasty Wealth Management’s Charles Schwab SCHW Stock Holding History

Dynasty Wealth Management’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	$1.7M	Buy
2025 Q2	$812K	Sell
2025 Q1	$835K	Buy
2024 Q3	–	Sell
2024 Q2	$859K	Sell
2024 Q1	$847K	Buy