Vermillion & White Wealth Management Group’s Charles Schwab SCHW Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$87K	Buy
2025 Q2	$79K	Sell
2025 Q1	$67.9K	Sell
2024 Q4	$67.3K	Hold
2024 Q3	$58.9K	Sell
2024 Q2	$68.2K	Hold
2024 Q1	$67K	Hold
2023 Q4	$63.7K	Buy