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EnRich Financial Partners’s Charles Schwab SCHW Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-175
Closed -$13K – 186
2024
Q4 		$13K Hold
175
– – ﹤0.01% 162
2024
Q3 		$11.3K Hold
175
– – ﹤0.01% 170
2024
Q2 		$12.9K Hold
175
– – ﹤0.01% 164
2024
Q1 		$12.7K Buy
+175
New +$12.7K ﹤0.01% 150