MFS
SCHW icon

Mattson Financial Services’s Charles Schwab SCHW Stock Holding History

Mattson Financial Services’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
Q1 		– Sell
-82
Closed -$5.31K – 406
2024
Q4 		$5.31K Sell
82
-23,874
-100% -$1.55M ﹤0.01% 283
2024
Q3 		$1.77M Sell
23,956
-152
-0.6% -$11.2K 0.63% 56
2024
Q2 		$1.78M Buy
+24,108
New +$1.78M 0.63% 56