Ethos Financial Group’s Charles Schwab SCHW Stock Holding History

Ethos Financial Group’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	$754K	Sell
2025 Q2	$765K	Buy
2025 Q1	–	Sell
2024 Q4	$179K	Buy
2024 Q3	–	Sell
2024 Q2	$204K	Sell
2024 Q1	$325K	Sell
2023 Q4	$344K	Buy