HWA
SCHW icon

HMV Wealth Advisors’s Charles Schwab SCHW Stock Holding History

HMV Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$775K Hold
8,491
– – 0.51% 35
2025
Q1 		$665K Hold
8,491
– – 0.53% 43
2024
Q4 		$628K Buy
+8,491
New +$628K 0.63% 43