Commonwealth Retirement Investments’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	$571K	Sell	6,255 -28,391	-82%	-$2.59M	0.22%	87
2025 Q1	$2.71M	Buy	34,646 +2,455	+8%	+$192K	1.1%	31
2024 Q4	$2.38M	Buy	32,191 +3,952	+14%	+$292K	0.98%	34
2024 Q3	$1.83M	Buy	28,239 +3,006	+12%	+$195K	0.77%	41
2024 Q2	$1.86M	Buy	+25,233	New	+$1.86M	0.85%	40