Hazlett, Burt & Watson’s Charles Schwab SCHW Stock Holding History

Hazlett, Burt & Watson’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	$298K	Buy
2025 Q1	$41K	Buy
2024 Q4	$38K	Buy
2024 Q3	$33K	Buy
2024 Q1	–	Sell
2023 Q4	$7K	Sell
2023 Q3	$18K	Sell
2023 Q2	$34K	Sell
2023 Q1	$34K	Buy