FPAS
Focus Partners Advisor Solutions’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
11,986
+2,212
| +23% | +$202K | 0.01% | 416 |
|
|
2025
Q1 | $765K | Buy |
9,774
+5,039
| +106% | +$394K | 0.01% | 449 |
|
|
2024
Q4 | $350K | Buy |
+4,735
| New | +$350K | 0.01% | 563 |
|
|
2024
Q2 | – | Sell |
-3,046
| Closed | -$220K | – | 673 |
|
|
2024
Q1 | $220K | Buy |
+3,046
| New | +$220K | 0.01% | 554 |
|