Modern Wealth Management’s Charles Schwab SCHW Stock Holding History

Modern Wealth Management’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	$650K	Sell
2025 Q2	$760K	Buy
2025 Q1	$568K	Sell
2024 Q4	$808K	Buy
2024 Q3	$322K	Buy
2024 Q2	$359K	Buy
2024 Q1	$341K	Buy