Gen-Wealth Partners’s Charles Schwab SCHW Stock Holding History

Gen-Wealth Partners’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	$57.4K	Hold
2025 Q2	$54.8K	Hold
2025 Q1	$47K	Sell
2024 Q4	$44.8K	Sell
2024 Q3	$72.9K	Buy
2024 Q2	$42.1K	Hold
2024 Q1	$41.3K	Buy