Charles Schwab
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Charles Schwab’s Surf Air Mobility SRFM Stock Holding History

Charles Schwab’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,860
Closed -$40.5K – 3678
2024
Q1 		$40.5K Hold
6,860
– – ﹤0.01% 3382
2023
Q4 		$74.4K Hold
6,860
– – ﹤0.01% 3367
2023
Q3 		$78.3K Buy
+6,860
New +$78.3K ﹤0.01% 3373