Finer Wealth Management’s Charles Schwab SCHW Stock Holding History

Finer Wealth Management’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	$3.06M	Buy
2025 Q2	$2.91M	Buy
2025 Q1	$2.41M	Buy
2024 Q4	$2.15M	Buy
2024 Q3	$1.76M	Buy
2024 Q2	$1.73M	Buy
2024 Q1	$1.6M	Buy
2023 Q4	$981K	Buy
2023 Q3	$484K	Buy