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Winnow Wealth’s Charles Schwab SCHW Stock Holding History

Winnow Wealth’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 		– Sell
-52
Closed -$4.03K – 585
2025
Q1 		$4.03K Buy
52
+17
+49% +$1.32K ﹤0.01% 255
2024
Q4 		$2.55K Buy
+35
New +$2.55K ﹤0.01% 252