Strategic Investment Solutions’s Charles Schwab SCHW Stock Holding History

Strategic Investment Solutions’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 Q1	–	Sell
2024 Q4	$2.23K	Sell
2024 Q3	$8.86K	Buy
2024 Q2	$2.13K	Buy
2023 Q4	$9.3K	Sell
2023 Q3	$702K	Buy
2023 Q2	$10.6K	Sell
2023 Q1	$12.2K	Buy