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Naviter Wealth’s Charles Schwab SCHW Stock Holding History

Naviter Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$634K Sell
6,947
-96
-1% -$8.76K 0.08% 185
2025
Q1 		$548K Buy
7,043
+96
+1% +$7.47K 0.07% 201
2024
Q4 		$514K Buy
+6,947
New +$514K 0.06% 203