Garrett Wealth Advisory Group’s Charles Schwab SCHW Stock Holding History

Garrett Wealth Advisory Group’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 Q2	$230K	Buy
2023 Q1	–	Sell
2022 Q4	$207K	Buy
2022 Q2	–	Sell
2022 Q1	$209K	Hold
2021 Q4	$209K	Buy
2019 Q4	–	Sell
2019 Q3	$115K	Buy