PFG Private Wealth Management’s Charles Schwab SCHW Stock Holding History

PFG Private Wealth Management’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	–	Sell
2025 Q1	$1.01K	Buy
2022 Q4	–	Sell
2022 Q3	$3K	Buy
2022 Q2	–	Sell
2022 Q1	$14K	Sell
2021 Q4	$396K	Sell
2021 Q3	$359K	Buy
2021 Q2	$350K	Buy
2021 Q1	$275K	Buy