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Trace Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Trace Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$474K Hold
5,200
– – 0.39% 34
2025
Q1 		$407K Hold
5,200
– – 0.36% 36
2024
Q4 		$385K Buy
+5,200
New +$385K 0.34% 39