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Turtle Creek Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Turtle Creek 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 		$480K Buy
+5,263
New +$480K 0.06% 172
2024
Q1 		– Sell
-1,338
Closed -$92.1K – 708
2023
Q4 		$92.1K Buy
+1,338
New +$92.1K 0.03% 207