WBI Investments’s Charles Schwab SCHW Stock Holding History

WBI Investments’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	$1.56M	Buy
2025 Q1	$424K	Buy
2024 Q4	$336K	Sell
2024 Q3	$919K	Buy
2023 Q1	–	Sell
2022 Q4	$1.2M	Buy
2022 Q1	–	Sell
2021 Q4	$4.01M	Buy
2020 Q1	–	Sell
2019 Q4	$510K	Buy