Sierra Summit Advisors’s Charles Schwab SCHW Stock Holding History

Sierra Summit Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$286K	Hold
2025 Q2	$274K	Hold
2025 Q1	$235K	Hold
2024 Q4	$222K	Sell
2024 Q3	$207K	Buy
2024 Q2	$221K	Hold
2024 Q1	$217K	Sell
2023 Q4	$227K	Buy