EQ Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.75K Hold
74
﹤0.01% 145
2025
Q1
$5.79K Buy
+74
New +$5.79K ﹤0.01% 158