SWM
Seed Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
3,357
| – | – | 0.23% | 103 |
|
|
2025
Q1 | $263K | Hold |
3,357
| – | – | 0.21% | 120 |
|
|
2024
Q4 | $248K | Hold |
3,357
| – | – | 0.2% | 125 |
|
|
2024
Q3 | $218K | Hold |
3,357
| – | – | 0.17% | 143 |
|
|
2024
Q2 | $247K | Buy |
3,357
+415
| +14% | +$30.6K | 0.22% | 120 |
|
|
2024
Q1 | $213K | Hold |
2,942
| – | – | 0.2% | 135 |
|
|
2023
Q4 | $203K | Buy |
+2,942
| New | +$203K | 0.21% | 139 |
|
|
2023
Q1 | – | Sell |
-3,167
| Closed | -$264K | – | 135 |
|
|
2022
Q4 | $264K | Buy |
+3,167
| New | +$264K | 0.3% | 82 |
|