Global Wealth Strategies & Associates’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
$7.92K Hold
2025
Q2
$7.57K Hold
2025
Q1
$6.5K Hold
2024
Q4
$6.14K Hold
2024
Q3
$5.38K Buy