Smartleaf Asset Management’s Charles Schwab SCHW Stock Holding History

Smartleaf Asset Management’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	$1.22M	Sell
2025 Q1	$1.23M	Buy
2024 Q4	$1.08M	Buy
2024 Q3	$731K	Buy
2024 Q2	$593K	Buy
2024 Q1	$457K	Buy
2023 Q4	$275K	Buy