Occidental Asset Management’s Charles Schwab SCHW Stock Holding History

Occidental Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$202K	Buy
2024 Q1	–	Sell
2023 Q4	$2.18M	Buy
2023 Q3	$1.6M	Buy
2023 Q2	$1.64M	Buy
2023 Q1	$1.07M	Buy
2022 Q4	$214K	Buy