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Greykasell Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Greykasell Wealth Strategies’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$501K Buy
5,488
+252
+5% +$23K 0.24% 80
2025
Q1 		$410K Hold
5,236
– – 0.22% 89
2024
Q4 		$388K Buy
+5,236
New +$388K 0.22% 93