PWM
SCHW icon

Puff Wealth Management’s Charles Schwab SCHW Stock Holding History

Puff Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$33.2K Buy
364
+3
+0.8% +$274 0.02% 70
2025
Q1 		$28.3K Buy
+361
New +$28.3K 0.03% 63