Oak Harbor Wealth Partners’s Charles Schwab SCHW Stock Holding History

Oak Harbor Wealth Partners’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	$917K	Buy
2025 Q1	$727K	Buy
2024 Q4	$314K	Buy
2024 Q3	$275K	Buy
2024 Q2	$312K	Buy
2024 Q1	$306K	Buy
2023 Q4	$291K	Buy
2023 Q3	$232K	Buy
2023 Q2	$240K	Buy