Herold Advisors’s Charles Schwab SCHW Stock Holding History

Herold 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 Q2	$726K	Sell
2025 Q1	$833K	Sell
2024 Q4	$932K	Buy
2024 Q3	$807K	Sell
2024 Q2	$1.24M	Buy
2024 Q1	$1.15M	Buy