Seed Wealth Management’s Charles Schwab SCHW Stock Holding History

Seed Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$306K	Hold
2025 Q1	$263K	Hold
2024 Q4	$248K	Hold
2024 Q3	$218K	Hold
2024 Q2	$247K	Buy
2024 Q1	$213K	Hold
2023 Q4	$203K	Buy
2023 Q1	–	Sell
2022 Q4	$264K	Buy