J.M. Forbes & Co’s Charles Schwab SCHW Stock Holding History

J.M. Forbes & Co’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	$1.03M	Hold
2025 Q1	$885K	Buy
2024 Q4	$311K	Buy