Intrepid Financial Planning Group’s Charles Schwab SCHW Stock Holding History

Intrepid Financial Planning Group’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	$575K	Hold
2025 Q1	$493K	Sell
2024 Q4	$486K	Hold
2024 Q3	$426K	Buy
2024 Q2	$263K	Hold
2024 Q1	$258K	Hold
2023 Q4	$245K	Sell
2023 Q3	$206K	Buy