Napa Wealth Management’s Charles Schwab SCHW Stock Holding History

Napa 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	$2.65M	Buy
2024 Q1	–	Sell
2023 Q4	$345K	Buy