Icon Advisers’s Charles Schwab SCHW Stock Holding History

Icon Advisers’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
2025 Q3	$33.2K	Hold
2025 Q2	$10.9K	Buy
2025 Q1	–	Sell
2024 Q4	$8.88K	Buy
2024 Q3	–	Sell
2024 Q2	$8.84K	Buy
2016 Q2	–	Sell
2016 Q1	$3.54M	Buy
2015 Q4	$537K	Sell
2015 Q3	$1.17M	Hold
2015 Q2	$1.33M	Buy