Charles Schwab’s Serve Robotics SERV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.5M	Buy	130,909 +118,181	+929%	+$1.35M	﹤0.01%	2762
2025 Q1	$73.2K	Buy	12,728 +1,545	+14%	+$8.88K	﹤0.01%	3375
2024 Q4	$151K	Buy	+11,183	New	+$151K	﹤0.01%	3357