Stratos Investment Management’s Charles Schwab SCHW Stock Holding History

Stratos Investment Management’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 Q2	$1.06M	Buy
2025 Q1	$855K	Buy
2024 Q4	$628K	Sell
2024 Q3	$2.52M	Buy
2024 Q2	$2.68M	Buy
2021 Q4	–	Sell
2021 Q3	$452K	Buy
2020 Q1	–	Sell
2019 Q4	$624K	Buy
2019 Q3	$425K	Buy
2019 Q2	$354K	Buy