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Hobbs Group Advisors’s Charles Schwab SCHW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-696
Closed -$45.1K 522
2024
Q3
$45.1K Sell
696
-5,025
-88% -$326K 0.02% 261
2024
Q2
$422K Buy
+5,721
New +$422K 0.16% 92
2023
Q4
$387K Buy
+5,622
New +$387K 0.17% 88