Abacus Planning Group’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	$333K	Buy	3,649 +391	+12%	+$35.7K	0.05%	169
2025 Q1	$255K	Buy	3,258 +283	+10%	+$22.2K	0.04%	183
2024 Q4	$220K	Buy	+2,975	New	+$220K	0.04%	198