WPG Advisers’s Charles Schwab SCHW Stock Holding History

WPG Advisers’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	$62.1K	Buy
2025 Q1	$52.2K	Sell
2024 Q4	$52.9K	Buy