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Strategic Financial Services’s Charles Schwab SCHW Stock Holding History

Strategic Financial Services’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 		$564K Hold
6,184
– – 0.03% 84
2025
Q1 		$484K Hold
6,184
– – 0.03% 90
2024
Q4 		$458K Hold
6,184
– – 0.03% 96
2024
Q3 		$401K Hold
6,184
– – 0.02% 98
2024
Q2 		$456K Buy
+6,184
New +$456K 0.03% 93