Independent Financial Group’s Charles Schwab SCHW Stock Holding History

Independent Financial Group’s Portfolio SCHW Stock Details SCHW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$747K	Buy
2025 Q4	$770K	Buy
2025 Q3	$641K	Buy
2025 Q2	$610K	Sell
2025 Q1	$529K	Buy
2024 Q3	$555K	Buy
2024 Q2	$564K	Buy
2024 Q1	$525K	Buy
2023 Q4	$381K	Buy
2023 Q3	$279K	Buy
2023 Q2	$287K	Buy