Straight Path Wealth Management’s Charles Schwab SCHW Stock Holding History

Straight Path Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$202K	Sell
2025 Q3	$261K	Hold
2025 Q2	$249K	Sell
2025 Q1	$214K	Hold
2024 Q4	$202K	Buy