FTWA
Fifth Third Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
26,024
+132
| +0.5% | +$12K | 0.1% | 140 |
|
|
2025
Q1 | $2.03M | Buy |
25,892
+7,475
| +41% | +$585K | 0.11% | 133 |
|
|
2024
Q4 | $1.36M | Buy |
18,417
+3,789
| +26% | +$280K | 0.07% | 171 |
|
|
2024
Q3 | $948K | Sell |
14,628
-1,045
| -7% | -$67.7K | 0.06% | 199 |
|
|
2024
Q2 | $1.15M | Buy |
+15,673
| New | +$1.15M | 0.09% | 152 |
|