Brookwood Investment Group’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	$329K	Sell	3,609 -5,165	-59%	-$471K	0.05%	312
2025 Q1	$687K	Buy	+8,774	New	+$687K	0.12%	170