Oliver Luxxe Assets’s Charles Schwab SCHW Stock Holding History

Oliver Luxxe Assets’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 Q3	$6.2M	Buy
2025 Q2	$5.65M	Buy
2025 Q1	$4.72M	Sell
2024 Q4	$6.92M	Buy
2024 Q3	$2.43M	Buy
2024 Q2	$2.66M	Sell
2024 Q1	$2.61M	Buy
2023 Q4	$2.44M	Sell
2023 Q3	$1.95M	Buy