Trajan Wealth’s Charles Schwab SCHW Stock Holding History

Trajan Wealth’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	$7.88M	Buy
2025 Q1	$5.68M	Buy
2024 Q4	$4.79M	Buy
2024 Q3	$3.78M	Buy
2024 Q2	$3.73M	Buy
2024 Q1	$3.18M	Buy