5T Wealth’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$605K	Buy	6,630 +4	+0.1%	+$365	0.29%	73
2025 Q1	$519K	Sell	6,626 -4	-0.1%	-$313	0.28%	72
2024 Q4	$491K	Buy	+6,630	New	+$491K	0.27%	72