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Unique Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Unique Wealth Strategies’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$189K Buy
+2,619
New +$189K 0.09% 177
2024
Q1 		– Sell
-9,971
Closed -$686K – 210
2023
Q4 		$686K Buy
+9,971
New +$686K 0.46% 86