PharVision Advisers’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,621
Closed -$362K 409
2025
Q1
$362K Sell
4,621
-329
-7% -$25.8K 0.5% 66
2024
Q4
$366K Buy
+4,950
New +$366K 0.31% 96