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Smith Thornton Advisors’s Charles Schwab SCHW Stock Holding History

Smith Thornton Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$418K Buy
4,581
+36
+0.8% +$3.29K 0.24% 90
2025
Q1 		$356K Buy
4,545
+189
+4% +$14.8K 0.22% 98
2024
Q4 		$322K Buy
+4,356
New +$322K 0.2% 108