Gray Wealth Management’s Charles Schwab SCHW Stock Holding History

Gray Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$367K	Sell
2024 Q3	$346K	Hold
2024 Q2	$393K	Buy
2024 Q1	$352K	Buy
2023 Q4	$313K	Buy
2023 Q3	$235K	Buy
2023 Q2	$220K	Buy