LexAurum Advisors’s Charles Schwab SCHW Stock Holding History

LexAurum 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 Q2	$416K	Sell
2025 Q1	$1.08M	Sell
2024 Q4	$1.1M	Buy
2024 Q3	$873K	Buy
2024 Q2	$895K	Buy
2024 Q1	$742K	Sell
2023 Q4	$706K	Sell
2023 Q3	$570K	Buy