Battery Global Advisors’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	$27.4K	Buy	300 +1	+0.3%	+$91	0.01%	95
2025 Q1	$23.4K	Buy	299 +1	+0.3%	+$78	0.01%	97
2024 Q4	$22.1K	Buy	298 +1	+0.3%	+$74	0.01%	95
2024 Q3	$19.3K	Buy	+297	New	+$19.3K	0.01%	101