RVW Wealth’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$428K Sell
2025
Q2
$411K Sell
2025
Q1
$355K Buy
2023
Q4
Sell
2023
Q3
$47.1K Buy