Asset Planning Inc’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	$123K	Buy	1,345 +1	+0.1%	+$91	0.09%	97
2025 Q1	$105K	Buy	1,344 +2	+0.1%	+$157	0.08%	100
2024 Q4	$99.4K	Buy	+1,342	New	+$99.4K	0.08%	105