Summit Wealth & Retirement Planning’s Charles Schwab SCHW Stock Holding History

Summit Wealth & Retirement Planning’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	$392K	Buy
2025 Q1	$240K	Buy
2023 Q2	–	Sell
2023 Q1	$464K	Buy