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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$538K Hold
5,899
– – 0.18% 84
2025
Q1 		$462K Hold
5,899
– – 0.17% 90
2024
Q4 		$437K Hold
5,899
– – 0.16% 98
2024
Q3 		$382K Hold
5,899
– – 0.14% 107
2024
Q2 		$435K Buy
+5,899
New +$435K 0.17% 96