Aspetuck Financial 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	$600K	Sell	6,577 -300	-4%	-$27.4K	0.45%	44
2025 Q1	$538K	Sell	6,877 -150	-2%	-$11.7K	0.46%	45
2024 Q4	$520K	Buy	+7,027	New	+$520K	0.41%	47