Spectrum Financial Alliance’s Charles Schwab SCHW Stock Holding History

Spectrum Financial Alliance’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	$8.92M	Sell
2025 Q1	$7.45M	Sell
2024 Q4	$7.58M	Sell
2024 Q3	$6.94M	Sell
2024 Q2	$10.1M	Buy
2024 Q1	$9.83M	Sell
2023 Q4	$9.59M	Sell
2023 Q3	$7.29M	Buy
2023 Q2	$1.75M	Buy