Wesleyan Assurance Society’s Charles Schwab SCHW Stock Holding History

Wesleyan Assurance Society’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	$114K	Hold
2025 Q1	$98K	Hold
2024 Q4	$92K	Hold
2024 Q3	$81K	Hold
2024 Q2	$92K	Hold
2024 Q1	$90K	Hold
2023 Q4	$86K	Hold
2023 Q3	$69K	Buy