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

Straight Path Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$249K Sell
2,731
-1
-0% -$91 0.08% 98
2025
Q1 		$214K Hold
2,732
– – 0.09% 99
2024
Q4 		$202K Buy
+2,732
New +$202K 0.08% 89