HHGA
Halbert Hargrove Global Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15
| Closed | -$1.2K | – | 590 |
|
|
2025
Q1 | $1.2K | Buy |
+15
| New | +$1.2K | ﹤0.01% | 423 |
|
|
2023
Q1 | – | Sell |
-2,973
| Closed | -$248K | – | 168 |
|
|
2022
Q4 | $248K | Buy |
2,973
+116
| +4% | +$9.66K | 0.02% | 126 |
|
|
2022
Q3 | $206K | Buy |
+2,857
| New | +$206K | 0.02% | 136 |
|