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Total Wealth Planning & Management’s Charles Schwab SCHW Stock Holding History

Total Wealth Planning & Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$656K Sell
7,188
-47
-0.6% -$4.29K 0.53% 56
2025
Q1 		$566K Sell
7,235
-601
-8% -$47K 0.54% 56
2024
Q4 		$580K Buy
+7,836
New +$580K 0.53% 57