Householder Group Estate & Retirement Specialist’s Charles Schwab SCHW Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell
2024 Q3	$6K	Hold
2024 Q2	$7K	Sell
2024 Q1	$17K	Buy
2023 Q4	$16K	Sell
2023 Q3	$23.9K	Buy
2023 Q1	$30K	Buy
2022 Q4	–	Sell
2022 Q3	$24K	Buy