KWM
SCHW icon

Keating Wealth Management’s Charles Schwab SCHW Stock Holding History

Keating Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$388K Hold
5,370
– – 0.23% 32
2023
Q4 		$369K Buy
+5,370
New +$369K 0.25% 31