Lloyd Advisory Services’s Charles Schwab SCHW Stock Holding History

Lloyd Advisory Services’s Portfolio SCHW Stock Details SCHW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2K	Buy
2022 Q2	–	Sell
2022 Q1	$29K	Hold
2021 Q4	$29K	Buy