VWA
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VSM Wealth Advisory’s Charles Schwab SCHW Stock Holding History

VSM Wealth Advisory’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$161K Buy
1,769
+789
+81% +$72K 0.05% 108
2025
Q1 		$76.7K Buy
980
+2
+0.2% +$157 0.03% 154
2024
Q4 		$72.4K Buy
+978
New +$72.4K 0.03% 161