Accredited Wealth Management’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	$28.3K	Hold	310	–	–	0.02%	177
2025 Q1	$24.3K	Buy	+310	New	+$24.3K	0.02%	167