Redmont Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Redmont Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34.2K	Hold
2025 Q2	$32.7K	Buy
2025 Q1	$18.2K	Buy
2024 Q4	–	Sell
2024 Q3	$55K	Sell
2024 Q2	$641K	Sell
2024 Q1	$766K	Buy
2023 Q4	$691K	Sell
2023 Q3	$645K	Buy
2023 Q2	$546K	Buy
2023 Q1	$407K	Buy