Burling Wealth Partners’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	$670K	Sell	7,339 -1,544	-17%	-$141K	0.12%	108
2025 Q1	$695K	Sell	8,883 -3,197	-26%	-$250K	0.15%	106
2024 Q4	$894K	Buy	+12,080	New	+$894K	0.18%	99