Quotient Wealth Partners’s Charles Schwab SCHW Stock Holding History

Quotient Wealth Partners’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	$600K	Buy
2025 Q2	$559K	Buy
2025 Q1	$360K	Buy
2024 Q4	$304K	Sell
2024 Q3	$268K	Sell
2024 Q2	$364K	Buy
2024 Q1	$303K	Buy
2023 Q4	$228K	Buy