Xcel Wealth Management’s Charles Schwab SCHW Stock Holding History

Xcel Wealth Management’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	$2.57M	Sell
2025 Q1	$2.21M	Hold
2024 Q4	$2.09M	Sell
2024 Q3	$1.89M	Hold
2024 Q2	$2.15M	Hold
2024 Q1	$2.11M	Sell
2023 Q4	$2.05M	Sell
2023 Q3	$1.74M	Sell
2023 Q2	$2M	Buy
2023 Q1	$706K	Buy