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Eagle Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Eagle Wealth Strategies’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$429K Buy
4,705
+82
+2% +$7.48K 0.24% 50
2025
Q1 		$362K Buy
4,623
+31
+0.7% +$2.43K 0.22% 56
2024
Q4 		$340K Buy
4,592
+217
+5% +$16.1K 0.25% 61
2024
Q3 		$284K Buy
+4,375
New +$284K 0.21% 74