NBC Securities’s Charles Schwab SCHW Stock Holding History

NBC Securities’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	$891K	Sell
2025 Q1	$946K	Buy
2024 Q4	$835	Sell
2024 Q3	$770K	Sell
2024 Q2	$1.06M	Buy
2024 Q1	$985K	Sell
2023 Q4	$1.05M	Sell
2023 Q3	$909K	Buy