Ross\Johnson & Associates’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.02K Hold
44
0.08% 49
2025
Q1
$3.44K Buy
44
+4
+10% +$313 0.06% 114
2024
Q4
$2.96K Buy
+40
New +$2.96K 0.07% 58