MFF
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Michels Family Financial’s Charles Schwab SCHW Stock Holding History

Michels Family Financial’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 		$640K Sell
7,010
-195
-3% -$17.8K 0.55% 61
2025
Q1 		$564K Buy
7,205
+105
+1% +$8.22K 0.51% 67
2024
Q4 		$525K Buy
+7,100
New +$525K 0.48% 73