Caliber Wealth Management (Kansas)’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	$264K	Buy	2,893 +47	+2%	+$4.29K	0.03%	243
2025 Q1	$223K	Buy	+2,846	New	+$223K	0.03%	228