Graves Light Lenhart Wealth’s Charles Schwab SCHW Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell
2025 Q2	$230K	Sell
2025 Q1	$228K	Buy
2022 Q3	–	Sell
2022 Q2	$39K	Hold
2022 Q1	$53K	Sell
2021 Q4	$110K	Sell
2021 Q3	$97K	Buy
2021 Q2	$45K	Hold
2021 Q1	$41K	Sell
2020 Q4	$58K	Buy