GM Advisory Group’s Charles Schwab SCHW Stock Holding History

GM 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	$3.26M	Buy
2025 Q1	$2.55M	Buy
2024 Q4	$1.53M	Buy
2024 Q3	$1.3M	Sell
2024 Q2	$1.5M	Sell
2024 Q1	$1.5M	Sell
2023 Q4	$1.44M	Buy
2023 Q3	$1.11M	Buy
2023 Q2	$596K	Sell
2023 Q1	$1.01M	Buy