First National Advisers’s Charles Schwab SCHW Stock Holding History

First National Advisers’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	$708K	Hold
2025 Q2	$676K	Sell
2025 Q1	$814K	Sell
2024 Q4	$1.12M	Sell
2024 Q3	$1.58M	Sell
2024 Q2	$1.8M	Sell
2024 Q1	$2.18M	Sell
2023 Q4	$2.18M	Sell
2023 Q3	$2.16M	Buy