Vise Technologies’s Charles Schwab SCHW Stock Holding History

Vise Technologies’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 Q2	$1.76M	Buy
2024 Q4	$899K	Buy
2024 Q3	$317K	Buy
2024 Q2	$207K	Buy
2024 Q1	$201K	Sell
2023 Q4	$201K	Buy