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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$62.1K Buy
681
+14
+2% +$1.28K 0.05% 235
2025
Q1 		$52.2K Sell
667
-48
-7% -$3.76K 0.05% 259
2024
Q4 		$52.9K Buy
+715
New +$52.9K 0.05% 275