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

Private Wealth Asset Management’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 		$63.6K Sell
697
-1,125
-62% -$103K 0.01% 362
2025
Q1 		$143K Buy
+1,822
New +$143K 0.02% 269