WFA of San Diego’s Charles Schwab SCHW Stock Holding History

WFA of San Diego’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	$158K	Buy
2024 Q3	$104K	Hold
2024 Q2	$118K	Buy
2023 Q3	$88K	Buy
2023 Q2	$38.8K	Buy
2023 Q1	–	Sell
2022 Q4	$33.6K	Buy
2022 Q3	–	Sell
2022 Q2	$6K	Buy