Guyasuta Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
+2,472
New +$226K 0.01% 247
2023
Q1
Sell
-2,780
Closed -$231K 249
2022
Q4
$231K Buy
+2,780
New +$231K 0.02% 222