Icon Wealth Partners’s Charles Schwab SCHW Stock Holding History

Icon Wealth Partners’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$316K	Sell
2023 Q2	$353K	Sell
2023 Q1	$346K	Buy
2019 Q2	–	Sell
2019 Q1	$5K	Buy
2018 Q3	–	Sell
2018 Q2	$10K	Buy
2018 Q1	–	Sell
2017 Q4	$51K	Buy