Evergreen Private Wealth’s Charles Schwab SCHW Stock Holding History

Evergreen Private Wealth’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	$2.77K	Hold
2025 Q2	$2.65K	Buy
2024 Q4	–	Sell
2024 Q3	$130	Hold
2024 Q2	$147	Sell
2024 Q1	$15.7K	Hold
2023 Q4	$14.9K	Buy