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Vest Financial’s Charles Schwab SCHW Stock Holding History

Vest Financial’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 		$1.93M Buy
21,112
+6,267
+42% +$572K 0.03% 280
2025
Q1 		$1.16M Buy
14,845
+6,289
+74% +$492K 0.02% 306
2024
Q4 		$633K Buy
8,556
+1,672
+24% +$124K 0.01% 251
2024
Q3 		$446K Buy
+6,884
New +$446K 0.01% 258