Sweeney & Michel’s Charles Schwab SCHW Stock Holding History

Sweeney & Michel’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	$599K	Buy
2025 Q1	$454K	Buy
2024 Q3	$466K	Buy
2024 Q2	$388K	Buy
2024 Q1	$362K	Buy
2023 Q3	$359K	Sell
2023 Q2	$448K	Hold
2023 Q1	$373K	Buy