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Stonegate Investment Group’s Charles Schwab SCHW Stock Holding History

Stonegate Investment Group’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 		$481K Buy
5,277
+2,368
+81% +$216K 0.01% 244
2025
Q1 		$228K Sell
2,909
-116
-4% -$9.08K 0.01% 311
2024
Q4 		$224K Buy
+3,025
New +$224K 0.01% 314