Journey Strategic Wealth’s Charles Schwab SCHW Stock Holding History

Journey Strategic 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	$705K	Buy
2025 Q1	$351K	Buy
2024 Q4	$322K	Buy
2024 Q3	$278K	Buy
2024 Q2	$288K	Buy
2023 Q1	–	Sell
2022 Q4	$277K	Buy
2022 Q3	$217K	Buy
2022 Q2	–	Sell
2022 Q1	$240K	Buy
2021 Q4	$234K	Buy