PFG Investments’s Charles Schwab SCHW Stock Holding History

PFG Investments’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 Q2	$543K	Buy
2025 Q1	$423K	Sell
2024 Q4	$401K	Sell
2024 Q3	$366K	Sell
2024 Q2	$539K	Sell
2024 Q1	$1.55M	Buy
2023 Q4	$388K	Sell
2023 Q3	$316K	Buy
2023 Q2	$240K	Buy