SAI
Savvy Advisors Inc’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
26,068
+5,293
| +25% | +$483K | 0.16% | 94 |
|
|
2025
Q1 | $1.63M | Buy |
20,775
+1,378
| +7% | +$108K | 0.16% | 101 |
|
|
2024
Q4 | $1.44M | Buy |
19,397
+13,879
| +252% | +$1.03M | 0.17% | 103 |
|
|
2024
Q3 | $358K | Buy |
5,518
+2,287
| +71% | +$148K | 0.07% | 229 |
|
|
2024
Q2 | $238K | Buy |
3,231
+399
| +14% | +$29.4K | 0.08% | 254 |
|
|
2024
Q1 | $205K | Buy |
+2,832
| New | +$205K | 0.12% | 211 |
|