Hughes Financial Services’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.5K Buy
543
+30
+6% +$2.9K 0.01% 151
2025
Q1
$39.8K Buy
+513
New +$39.8K 0.01% 170