Spartan Planning & Wealth Management’s Charles Schwab SCHW Stock Holding History

Spartan Planning & Wealth 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 Q3	$295K	Sell
2025 Q2	$305K	Sell
2025 Q1	$262K	Buy
2024 Q4	$227K	Buy
2023 Q4	$116K	Buy
2023 Q3	$275	Buy
2022 Q4	$68.5K	Buy
2022 Q3	$43K	Buy