Fedenia Advisers’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
$219K Buy
+2,398
New +$219K 0.1% 129
2025
Q1
Sell
-2,126
Closed -$157K 364
2024
Q4
$157K Buy
+2,126
New +$157K 0.09% 174