Fiduciary Alliance’s Charles Schwab SCHW Stock Holding History

Fiduciary Alliance’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	$585K	Buy
2025 Q2	$459K	Buy
2025 Q1	$316K	Sell
2024 Q4	$308K	Sell
2024 Q3	$272K	Sell
2024 Q2	$319K	Buy
2023 Q3	–	Sell
2023 Q2	$92.5K	Buy
2023 Q1	–	Sell
2022 Q4	$15.7K	Buy