FAS Wealth Partners’s Charles Schwab SCHW Stock Holding History

FAS Wealth Partners’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	$250K	Buy
2025 Q2	$238K	Buy
2025 Q1	$203K	Buy
2024 Q2	–	Sell
2024 Q1	$432K	Sell
2023 Q4	$604K	Sell
2023 Q3	$493K	Sell
2023 Q2	$525K	Buy
2023 Q1	$459K	Buy