HIW
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Holos Integrated Wealth’s Charles Schwab SCHW Stock Holding History

Holos Integrated Wealth’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 		$6.31K Hold
65
– – ﹤0.01% 214
2025
Q1 		$5.09K Hold
65
– – ﹤0.01% 228
2024
Q4 		$4.81K Buy
+65
New +$4.81K ﹤0.01% 234