Thurston Springer Miller Herd & Titak’s Charles Schwab SCHW Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15K	Sell
2025 Q2	$643K	Buy
2025 Q1	$535K	Buy
2024 Q4	$444K	Buy
2024 Q3	$377K	Buy
2024 Q2	$250K	Buy