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Keyvantage Wealth’s Charles Schwab SCHW Stock Holding History

Keyvantage Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$482K Buy
5,285
+577
+12% +$52.6K 0.22% 60
2025
Q1 		$369K Sell
4,708
-748
-14% -$58.6K 0.18% 70
2024
Q4 		$404K Buy
+5,456
New +$404K 0.29% 61