Tower View Wealth Management’s Charles Schwab SCHW Stock Holding History

Tower View Wealth 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 Q3	$191K	Sell
2025 Q2	$212K	Buy
2019 Q1	–	Sell
2018 Q4	$27K	Sell
2018 Q3	$1.9M	Buy
2018 Q2	$1.96M	Buy
2018 Q1	$1.99M	Sell
2017 Q4	$2.17M	Buy