Tucker Asset Management’s Charles Schwab SCHW Stock Holding History

Tucker Asset Management’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 Q4	$21.1K	Buy
2025 Q1	–	Hold
2024 Q4	–	Hold
2023 Q3	–	Sell
2023 Q2	$2.15K	Sell
2023 Q1	$2.83K	Hold
2022 Q4	$4.46K	Hold
2022 Q3	$4.3K	Buy