Moser Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Moser Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$457K	Sell
2025 Q1	$447K	Sell
2024 Q4	$441K	Sell
2024 Q3	$390K	Buy
2024 Q2	$437K	Hold
2024 Q1	$429K	Buy
2023 Q4	$329K	Buy
2023 Q3	$180K	Buy
2023 Q2	$128K	Buy