Signature Estate & Investment Advisors’s Charles Schwab SCHW Stock Holding History

Signature Estate & Investment 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 Q2	$592K	Sell
2025 Q1	$535K	Buy
2024 Q4	$489K	Buy
2024 Q3	$427K	Buy
2024 Q2	$461K	Buy