Wiser Advisor Group’s Charles Schwab SCHW Stock Holding History

Wiser Advisor Group’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 Q3	$50.5K	Buy
2025 Q2	–	Sell
2025 Q1	$40.2K	Buy
2024 Q4	$37.9K	Buy
2024 Q3	$33.1K	Buy
2024 Q2	$37.4K	Buy
2024 Q1	$36.6K	Buy
2023 Q4	$34.7K	Buy