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Marshall & Sterling Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$324K Buy
3,569
+141
+4% +$12.8K 0.22% 62
2025
Q1 		$269K Buy
3,428
+1,942
+131% +$152K 0.18% 72
2024
Q4 		$110K Buy
+1,486
New +$110K 0.08% 98