Nabity-Jensen Investment Management’s Charles Schwab SCHW Stock Holding History

Nabity-Jensen Investment 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 Q3	$1.05M	Hold
2025 Q2	$1.01M	Buy
2025 Q1	$864K	Buy
2024 Q4	$815K	Sell
2024 Q3	$720K	Hold
2024 Q2	$818K	Sell
2024 Q1	$831K	Hold
2023 Q4	$790K	Buy