Jackson Grant Investment Advisers’s Charles Schwab SCHW Stock Holding History

Jackson Grant Investment Advisers’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	$5.66K	Hold
2025 Q1	$4.85K	Hold
2024 Q4	$4.59K	Hold
2024 Q3	$4.02K	Hold
2024 Q2	$4.57K	Hold
2024 Q1	$4.49K	Hold
2023 Q4	$4.27K	Hold
2023 Q3	$3.4K	Hold
2023 Q2	$3.51K	Hold
2023 Q1	$3.25K	Buy