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Mowery & Schoenfeld Wealth Management’s Charles Schwab SCHW Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$46.6K Sell
511
-1,743
-77% -$159K 0.07% 115
2025
Q1 		$176K Buy
2,254
+1,745
+343% +$137K 0.35% 54
2024
Q4 		$37.7K Buy
+509
New +$37.7K 0.07% 124