Opal Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Opal Wealth Advisors’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	$427K	Buy
2025 Q2	$395K	Buy
2025 Q1	$272K	Buy
2024 Q4	$239K	Sell
2024 Q3	$215K	Sell
2024 Q2	$250K	Buy