Financial Network Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16.6K Hold
2025
Q2
$15.9K Buy
2025
Q1
$13.5K Buy
2024
Q4
Sell
2024
Q3
$13.7K Buy
2024
Q2
$3.75K Buy