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

Private Wealth Management Group’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 Q3	$31.6K	Hold
2025 Q2	$30.2K	Hold
2025 Q1	$25.9K	Hold
2024 Q4	$24.5K	Hold
2024 Q3	$21.5K	Sell
2024 Q2	$24.5K	Hold
2024 Q1	$24.1K	Buy
2023 Q4	$22.6K	Buy