WIA
World Investment Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
174,269
+11,262
| +7% | +$1.03M | 0.36% | 53 |
|
|
2025
Q1 | $12.8M | Buy |
163,007
+11,505
| +8% | +$901K | 0.33% | 61 |
|
|
2024
Q4 | $11.2M | Buy |
151,502
+9,378
| +7% | +$694K | 0.31% | 68 |
|
|
2024
Q3 | $9.21M | Buy |
+142,124
| New | +$9.21M | 0.29% | 85 |
|