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Variant Private Wealth’s Charles Schwab SCHW Stock Holding History

Variant Private Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$931K Sell
10,206
-280
-3% -$25.5K 0.97% 24
2025
Q1 		$821K Buy
10,486
+34
+0.3% +$2.66K 0.88% 26
2024
Q4 		$774K Buy
+10,452
New +$774K 0.74% 29