SS&H Financial Advisors’s Charles Schwab SCHW Stock Holding History

SS&H Financial 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 Q3	$563K	Hold
2025 Q2	$538K	Hold
2025 Q1	$462K	Hold
2024 Q4	$437K	Hold
2024 Q3	$382K	Hold
2024 Q2	$435K	Buy