WG
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Wealth Group’s Charles Schwab SCHW Stock Holding History

Wealth Group’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 		$355K Buy
3,893
+318
+9% +$29K 0.35% 60
2025
Q1 		$280K Buy
+3,575
New +$280K 0.18% 118