Charles Schwab
SW

Charles Schwab’s Smurfit Westrock plc SW Stock Holding History

Charles Schwab’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$126M Sell
2,911,099
-13,401
-0.5% -$578K 0.02% 573
2025
Q1 		$132M Sell
2,924,500
-73,401
-2% -$3.31M 0.02% 524
2024
Q4 		$161M Sell
2,997,901
-61,841
-2% -$3.33M 0.03% 448
2024
Q3 		$151M Buy
+3,059,742
New +$151M 0.03% 464