Wesleyan Assurance Society’s Charles Schwab SCHW Stock Holding History

Wesleyan Assurance Society’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$119K	Hold
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