Icon Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Icon Wealth Advisors’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 Q2	$523K	Buy
2025 Q1	$367K	Buy
2024 Q4	$322K	Sell
2024 Q3	$357K	Buy
2024 Q2	$345K	Sell
2024 Q1	$469K	Buy
2023 Q4	$410K	Buy
2022 Q4	–	Sell
2022 Q3	$118K	Buy