Skip to main content

Puff Wealth Management, LLC

SEC CIK
0002052736
Latest filing
Jul 8, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Puff Wealth Management, LLC, 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
2
Since Q1 2025
Holdings of SCHW by Puff Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−364−100.0%Sold outHolders
Q2 2025364$33.2K0.1%+3+0.8%AddedHolders
Q1 2025361$28.3K<0.1%+361NewHolders