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

Mowery & Schoenfeld Wealth Management’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	$46.6K	Sell
2025 Q1	$176K	Buy
2024 Q4	$37.7K	Buy