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Onyx Bridge Wealth Group’s Charles Schwab SCHW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
2,851
+194
+7% +$17.7K 0.03% 249
2025
Q1
$208K Buy
+2,657
New +$208K 0.03% 261