Raffa Wealth Management’s The Charles Schwab Corporation SCHW.PRC Stock Holding History

Raffa Wealth Management’s Portfolio SCHW.PRC Stock Details SCHW.PRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,500	Closed	-$65.3K	–	792
2019 Q2	$65.3K	Buy	+2,500	New	+$66.1K	0.01%	334

Other funds holding SCHW.PRC

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raffa Wealth Management's SCHW.PRC Position: Q3 2019 in Review

Raffa Wealth Management sold out of The Charles Schwab Corporation (SCHW.PRC) in Q3 2019, closing a stake of 2,500 shares — an estimated $65.3K sold.

Raffa Wealth Management first reported a position in SCHW.PRC in Q2 2019 and held it in 1 quarter. The position peaked at $65.3K in Q2 2019. 2 funds tracked by Wall St. Rank hold SCHW.PRC as of Q3 2019.

Raffa Wealth Management reported no remaining The Charles Schwab Corporation position as of Q3 2019 after selling out during the quarter.
Raffa Wealth Management sold 2,500 The Charles Schwab Corporation shares in Q3 2019, an estimated $65.3K.
Raffa Wealth Management first reported a position in The Charles Schwab Corporation in Q2 2019 and held it in 1 quarter.
Raffa Wealth Management's The Charles Schwab Corporation position peaked at $65.3K in Q2 2019.
2 funds tracked by Wall St. Rank held The Charles Schwab Corporation as of Q3 2019.

Based on Raffa Wealth Management's 13F filing for Q3 2019, filed 27 Jul 2026.