PWG
SCHW icon

Portside Wealth Group’s Charles Schwab SCHW Stock Holding History

Portside Wealth Group’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 		$1.13M Buy
12,337
+934
+8% +$85.2K 0.17% 135
2025
Q1 		$893K Buy
+11,403
New +$893K 0.15% 156