PSI Advisors’s Charles Schwab SCHW Stock Holding History

PSI Advisors’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	$39.8K	Hold
2024 Q4	$37.7K	Hold
2024 Q3	$33K	Hold
2024 Q2	$37.5K	Sell
2024 Q1	$42.2K	Hold
2023 Q4	$40.1K	Sell
2023 Q3	$48.5K	Buy
2023 Q2	$47K	Buy
2023 Q1	$10.5K	Buy