Waypoint Wealth Partners’s Charles Schwab SCHW Stock Holding History

Waypoint Wealth Partners’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 Q2	$247K	Hold
2025 Q1	$212K	Hold
2024 Q4	$200K	Buy
2023 Q1	–	Sell
2022 Q4	$225K	Buy
2022 Q2	–	Sell
2022 Q1	$228K	Sell
2021 Q4	$271K	Buy