SIA
SGL Investment Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
38,716
-489
| -1% | -$45K | 1.69% | 24 |
|
|
2025
Q1 | $3.31M | Buy |
39,205
+525
| +1% | +$44.3K | 1.71% | 28 |
|
|
2024
Q4 | $3.18M | Buy |
38,680
+641
| +2% | +$52.7K | 1.6% | 27 |
|
|
2024
Q3 | $3.05M | Buy |
+38,039
| New | +$3.05M | 1.57% | 30 |
|