Kintegral Advisory’s Charles Schwab SCHW Stock Holding History

Kintegral Advisory’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	$2.91M	Sell
2025 Q1	$2.5M	Sell
2024 Q4	$2.37M	Sell
2024 Q3	$2.17M	Sell
2024 Q2	$2.5M	Buy
2023 Q4	–	Sell
2023 Q3	$1.41M	Sell
2023 Q2	$1.45M	Hold
2023 Q1	$1.34M	Sell
2022 Q4	$2.25M	Sell
2022 Q3	$3.02M	Hold
2022 Q2	$2.65M	Buy
2022 Q1	$3.47M	Buy
2021 Q4	$3.38M	Hold
2021 Q3	$2.93M	Hold
2021 Q2	$2.93M	Hold
2021 Q1	$2.62M	Hold
2020 Q4	$2.13M	Buy
2020 Q3	$1.17M	Sell
2020 Q2	$1.12M	Hold
2020 Q1	$1.12M	Buy
2019 Q4	$1.41M	Hold
2019 Q3	$1.24M	Hold
2019 Q2	$1.19M	Hold
2019 Q1	$1.26M	Buy
2018 Q4	$586K	Buy