Nalls Sherbakoff Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$10.3K Hold
2025
Q3
$9.83K Hold
2025
Q2
$9.4K Hold
2025
Q1
$8.06K Buy
2023
Q4
$7.09K Hold
2023
Q3
$5.66K Sell
2023
Q2
$10.7K Sell
2023
Q1
$18.5K Buy