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Millstone Evans Group’s Charles Schwab SCHW Stock Holding History

Millstone Evans Group’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 		$105K Sell
1,156
-87
-7% -$7.94K 0.07% 190
2025
Q1 		$97.3K Buy
1,243
+10
+0.8% +$783 0.07% 201
2024
Q4 		$91.3K Buy
+1,233
New +$91.3K 0.06% 207