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Whipplewood Advisors’s Charles Schwab SCHW Stock Holding History

Whipplewood Advisors’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 		$43K Sell
471
-22,605
-98% -$2.06M 0.02% 341
2025
Q1 		$53.8K Buy
23,076
+22,453
+3,604% +$52.3K 0.03% 298
2024
Q4 		$46.1K Buy
+623
New +$46.1K 0.03% 322