H&H Retirement Design & Management’s Charles Schwab SCHW Stock Holding History

H&H Retirement Design & Management’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	$1.11M	Buy
2025 Q1	$842K	Hold
2024 Q4	$904K	Sell
2024 Q3	$881K	Sell
2024 Q2	$805K	Buy
2024 Q1	$898K	Buy
2023 Q4	–	Sell
2023 Q3	$411K	Hold
2023 Q2	$479K	Buy
2023 Q1	$206K	Buy