Aprio 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	$315K	Buy	3,451 +527	+18%	+$48.1K	0.04%	278
2025 Q1	$229K	Buy	+2,924	New	+$229K	0.03%	324
2024 Q2	–	Sell	-2,846	Closed	-$206K	–	269
2024 Q1	$206K	Buy	+2,846	New	+$206K	0.04%	222