Stephens Consulting’s Charles Schwab SCHW Stock Holding History

Stephens Consulting’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	–	Sell
2025 Q2	$3.1K	Buy
2024 Q3	–	Sell
2024 Q2	$9.29K	Buy
2023 Q3	–	Sell
2023 Q2	$10K	Hold
2023 Q1	$9.27K	Buy