WT Wealth Management’s Charles Schwab SCHW Stock Holding History

WT Wealth Management’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
2026 Q1	$1.71M	Buy
2023 Q4	–	Sell
2023 Q3	$1.35M	Sell
2023 Q2	$2.99M	Buy
2023 Q1	$939K	Buy