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Gries Financial’s Charles Schwab SCHW Stock Holding History

Gries Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$362K Buy
3,964
+1,300
+49% +$119K 0.07% 197
2025
Q1 		$209K Buy
+2,664
New +$209K 0.04% 266
2024
Q2 		– Sell
-4,586
Closed -$332K – 278
2024
Q1 		$332K Buy
+4,586
New +$332K 0.06% 213