Mason & Associates (California)’s Charles Schwab SCHW Stock Holding History

Mason & Associates (California)’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	$569K	Hold
2025 Q1	$488K	Sell
2024 Q4	$461K	Hold
2024 Q3	$404K	Buy
2024 Q2	$443K	Hold
2024 Q1	$435K	Hold
2023 Q4	$413K	Sell
2023 Q3	$350K	Buy
2023 Q2	$325K	Buy