WAG
Wiser Advisor Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-513
| Closed | -$40.2K | – | 216 |
|
|
2025
Q1 | $40.2K | Buy |
513
+1
| +0.2% | +$78 | 0.06% | 108 |
|
|
2024
Q4 | $37.9K | Buy |
512
+2
| +0.4% | +$148 | 0.06% | 111 |
|
|
2024
Q3 | $33.1K | Buy |
510
+1
| +0.2% | +$65 | 0.05% | 122 |
|
|
2024
Q2 | $37.4K | Buy |
509
+3
| +0.6% | +$221 | 0.06% | 110 |
|
|
2024
Q1 | $36.6K | Buy |
506
+2
| +0.4% | +$145 | 0.06% | 111 |
|
|
2023
Q4 | $34.7K | Buy |
+504
| New | +$34.7K | 0.06% | 117 |
|