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VestGen Advisors’s Charles Schwab SCHW Stock Holding History

VestGen Advisors’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 		$1.31M Buy
14,332
+903
+7% +$82.4K 0.05% 285
2025
Q1 		$1.05M Buy
+13,429
New +$1.05M 0.05% 304