Pathway Financial Advisers’s Charles Schwab SCHW Stock Holding History

Pathway Financial Advisers’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 Q3	$19.8K	Buy
2025 Q1	–	Sell
2024 Q4	$19.8K	Buy
2024 Q3	$17.3K	Hold
2024 Q2	$19.6K	Buy
2024 Q1	$19.2K	Sell
2023 Q4	$23.7K	Buy
2023 Q3	$18.8K	Buy
2023 Q1	$17.8K	Buy
2022 Q4	$11.6K	Buy