Invictus Private Wealth’s Charles Schwab SCHW Stock Holding History

Invictus Private Wealth’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	$961K	Buy
2025 Q1	$785K	Sell
2024 Q4	$743K	Sell
2024 Q3	$651K	Buy
2024 Q2	$738K	Hold
2024 Q1	$725K	Hold
2023 Q4	$689K	Hold
2023 Q3	$550K	Sell
2023 Q2	$653K	Buy