First Pacific Financial’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
$287 Buy
2025
Q1
Sell
2024
Q4
$9.25K Hold
2024
Q3
$8.1K Hold
2024
Q2
$9.21K Hold
2024
Q1
$9.04K Hold
2023
Q4
$8.6K Hold
2023
Q3
$6.86K Hold
2023
Q2
$7.08K Buy