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Hemington Wealth Management’s Charles Schwab SCHW Stock Holding History

Hemington Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$157K Buy
1,729
+263
+18% +$23.9K 0.02% 164
2025
Q1 		$114K Buy
1,466
+96
+7% +$7.47K 0.02% 184
2024
Q4 		$101K Buy
1,370
+114
+9% +$8.4K 0.03% 192
2024
Q3 		$88K Buy
+1,256
New +$88K 0.02% 202