Consultiva Wealth Management’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	$11K	Hold	121	–	–	0.03%	203
2025 Q1	$9.47K	Hold	121	–	–	0.03%	216
2024 Q4	$8.96K	Buy	+121	New	+$8.96K	0.04%	131