Venturi Wealth Management’s Charles Schwab SCHW Stock Holding History

Venturi Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$355K	Buy
2025 Q2	$245K	Buy
2025 Q1	–	Sell
2024 Q4	$63.3K	Buy
2024 Q3	$39.3K	Sell
2024 Q2	$687K	Buy
2024 Q1	$519K	Sell
2023 Q4	$750K	Sell
2023 Q3	$781K	Buy
2023 Q2	$733K	Buy
2023 Q1	$237K	Buy