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Painted Porch Advisors’s Charles Schwab SCHW Stock Holding History

Painted Porch Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$70.7K Hold
775
– – 0.03% 125
2025
Q1 		$60.7K Hold
775
– – 0.03% 135
2024
Q4 		$57.4K Hold
775
– – 0.03% 147
2024
Q3 		$50.2K Hold
775
– – 0.03% 144
2024
Q2 		$57.1K Buy
+775
New +$57.1K 0.03% 131