Soltis Investment Advisors’s Charles Schwab SCHW Stock Holding History

Soltis 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	$426K	Buy
2023 Q4	–	Sell
2023 Q3	$308K	Buy
2023 Q2	$303K	Buy
2023 Q1	$279K	Buy