Charles Schwab Investment Advisory’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,462	Closed	-$238K	–	130
2023 Q4	$238K	Buy	+3,462	New	+$238K	﹤0.01%	98
2019 Q3	–	Sell	-8,000	Closed	-$322K	–	181
2019 Q2	$322K	Buy	+8,000	New	+$322K	﹤0.01%	171