Halbert Hargrove Global Advisors’s Charles Schwab SCHW Stock Holding History

Halbert Hargrove Global Advisors’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 Q3	$10.5K	Buy
2025 Q2	–	Sell
2025 Q1	$1.2K	Buy
2023 Q1	–	Sell
2022 Q4	$248K	Buy
2022 Q3	$206K	Buy