Southeast Asset Advisors’s Charles Schwab SCHW Stock Holding History

Southeast Asset 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	$4.46M	Buy
2025 Q1	$3.81M	Sell
2024 Q4	$3.63M	Sell
2024 Q3	$3.74M	Sell
2024 Q2	$4.4M	Buy
2024 Q1	$4.22M	Buy
2023 Q4	$3.42M	Buy
2023 Q3	$2.59M	Buy
2023 Q2	$2.61M	Buy
2023 Q1	$1.36M	Buy