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USAdvisors Wealth Management’s Charles Schwab SCHW Stock Holding History

USAdvisors Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,726
Closed -$256K – 140
2023
Q4 		$256K Buy
+3,726
New +$256K 0.11% 110