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Wood Tarver Financial Group’s Charles Schwab SCHW Stock Holding History

Wood Tarver Financial Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
2,529
+3
+0.1% +$273 0.07% 130
2025
Q1 		$198K Buy
2,526
+4
+0.2% +$313 0.06% 130
2024
Q4 		$186K Buy
+2,522
New +$186K 0.06% 137