Kingswood Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Kingswood Wealth Advisors’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 Q3	$695K	Sell
2025 Q2	$817K	Buy
2025 Q1	$422K	Sell
2024 Q4	$412K	Sell
2024 Q3	$861K	Buy
2024 Q2	$747K	Sell
2024 Q1	$739K	Sell
2023 Q4	$758K	Buy
2023 Q3	$299K	Sell
2023 Q2	$427K	Buy