WF
SCHW icon

Whelan Financial’s Charles Schwab SCHW Stock Holding History

Whelan Financial’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 		$710K Buy
7,781
+1,875
+32% +$171K 0.26% 32
2025
Q1 		$462K Buy
+5,906
New +$462K 0.18% 37