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Seed Wealth Management, Inc.

SEC CIK
0001963728
Latest filing
Jul 27, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Seed Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of SCHW by Seed Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,357−100.0%Sold outHolders
Q2 20253,357$306.3K0.2%00.0%UnchangedHolders
Q1 20253,357$262.8K0.2%00.0%UnchangedHolders
Q4 20243,357$248.5K0.2%00.0%UnchangedHolders
Q3 20243,357$217.6K0.2%00.0%UnchangedHolders
Q2 20243,357$247.4K0.2%+415+14.1%AddedHolders
Q1 20242,942$212.9K0.2%00.0%UnchangedHolders
Q4 20232,942$203.3K0.2%+2,942NewHolders
Q1 20230$00.0%−3,167−100.0%Sold outHolders
Q4 20223,167$263.7K0.3%–No prior filingHolders