Michels Family Financial’s Charles Schwab SCHW Stock Holding History

Michels Family Financial’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$640K	Sell
2025 Q1	$564K	Buy
2024 Q4	$525K	Buy