First Trust Investment Solutions’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$213K	Buy	3,291 +273	+9%	+$17.7K	0.02%	264
2024 Q2	$222K	Sell	3,018 -20	-0.7%	-$1.47K	0.03%	236
2024 Q1	$220K	Buy	+3,038	New	+$220K	0.04%	231