MJT & Associates Financial Advisory’s Charles Schwab SCHW Stock Holding History

MJT & Associates Financial Advisory’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	$2.58K	Hold
2025 Q2	$2.46K	Hold
2025 Q1	$2.11K	Buy