Kestra Investment Management’s Charles Schwab SCHW Stock Holding History

Kestra Investment Management’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	$2.1M	Buy
2025 Q1	$39K	Buy
2024 Q4	$25.6K	Sell
2024 Q3	$202K	Buy