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Kiely Wealth Advisory Group’s Charles Schwab SCHW Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$432K Hold
5,326
– – 0.28% 33
2024
Q3 		$416K Hold
5,326
– – 0.26% 27
2024
Q2 		$334K Hold
5,326
– – 0.18% 29
2024
Q1 		$402K Hold
5,326
– – 0.23% 20
2023
Q4 		$343K Buy
+5,326
New +$343K 0.2% 27